A look back at the major market events and strong returns that defined 2025, along with the opportunities and risks investors may face in 2026. We also consider what history can—and can’t—tell us after three consecutive years of double-digit market gains.
The economy is booming and breaking at the same time. Which one you’re living depends largely on your income. Here’s what’s driving the split, and why it makes now a smart time to check that your plan still fits.
In this piece, I will explore the various claiming strategies and point out where I think the conventional wisdom on Social Security sometimes falls short.
Many people misunderstand gifting rules, mistakenly thinking larger gifts always incur taxes, when in reality they often just require proper documentation and planning.
