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Reflect on the 2025 Market and What Investors Should Expect in 2026
December 16, 2025Review 2025 market trends, economic insights, and our outlook for 2026 to help guide your investment strategy....
Market Update 12/10/25: Fed Cuts Rates for Third Time – Implications for Markets and the Economy
December 10, 2025Explore the Fed’s December rate cut, its impact on stocks, bonds, and alternative investments, and strategies for navigating today’s markets....
Five Behavioral Biases That Shape How We Care for Aging Parents
December 10, 2025Learn how five behavioral biases shape caregiving and financial decisions for aging parents—and how to plan with more clarity, compassion, and confidence....
What Is the Best Way to Bring Fairness and Family Harmony to Your Estate Plan?
December 4, 2025Learn how to prevent conflict, avoid the fairness trap, and design an estate plan that protects relationships as well as assets, using behavioral finance insights....
Is a Roth IRA Conversion Right for You?
December 3, 2025Could you benefit from a tax evaluation to assess whether paying tax now in exchange for years of tax-free growth will create wealth? This article will help you determine whether a Roth conversion aligns with your financial plan....
Making Charitable Giving Easier with Qualified Charitable Distributions
December 1, 2025Many retirees rely on Qualified Charitable Distributions (QCDs) to give tax-efficiently, but the process can be surprisingly frustrating. Learn how to streamline your QCDs, avoid common pitfalls, and ensure your charitable gifts go exactly where you intend....