Recent Blog Posts

Markets Waver as Valuation Fears Resurface: Tech and Crypto Lead Broad Pullback

Stocks fell sharply Tuesday as a string of warnings from major Wall Street executives reignited concerns about stretched valuations, particularly in tech and AI-driven names.

Holiday Optimism and Market Reality: Navigating November’s Seasonal Strength with Discipline

November is often seen as a bright spot for the stock market. Increased holiday shopping and year-end moves by big investors tend to give the market a boost. 

Protecting Your Finances: How to Spot and Avoid Holiday and Year-End Investment Scams

As the holiday season gets underway, it’s important for investors to stay alert—scammers know this is a busy time when people are distracted by shopping, travel, and year-end financial planning. 

Markets Open November with AI Buzz, But Broader Rally Falters

Stocks kicked off November with mixed results as renewed enthusiasm for artificial intelligence lifted big tech, while the broader market showed signs of fatigue.

Markets Stumble as Powell Puts December Cut in Doubt; Nvidia Hits $5 Trillion Milestone

Markets ended mixed Wednesday after the Fed cut rates as expected but cast doubt on another move this year.

The Price of Waiting: When Adult Children Demand Their Inheritance Now

Across Australia and the United States, more families are facing a new challenge: adult children pressuring their aging parents to hand over their savings or assets before the parents are ready. 

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