Learning & Insights

The U.S. housing market shows signs of transitioning from a seller’s to a buyer’s market, with some key trends emerging....

IF YOU PAY FEDERAL INCOME TAXES, YOU MUST READ THIS!! I usually try to stay out of politics, but there...

The economic landscape has been unpredictable. The past six months have been marked by optimism and uncertainty as the economy...

Four years ago, I wrote about investing during a presidential election because people were saying they would buy/sell their portfolios...

Economic forecasts are all over the map right now. Some economists predict a substantial recession that will decimate the middle...

For some, retirement is far away, but it’s right around the corner for others. As lifespans increase, the need for...

It’s a new year! Right now, many individuals find themselves reflecting on the past and contemplating positive changes for the...

The terms “financial advisor” and “financial planner” are often used interchangeably, but there is a subtle difference between the two....

I just read an article discussing how AI can replace human financial advisors. While the rise of AI is making...