SEC Regulatory Focus 2025: Crypto, Disclosure, and Investor Protection

The U.S. Securities and Exchange Commission (SEC) is increasing its regulatory oversight in 2025, with a renewed emphasis on protecting investors as financial markets evolve rapidly. 

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Recent Blog Posts

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

Planning
November 4, 2025

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. 

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

Personal Investor
November 4, 2025

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. 

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Markets Open November with AI Buzz, But Broader Rally Falters

Personal Investor
November 3, 2025

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

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

Personal Investor
October 29, 2025

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

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

Savings
October 29, 2025

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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Gold's Annual Gains Poised for Biggest Rise Since the Late 1970s

Personal Investor
October 29, 2025

As of late October 2025, gold is having a banner year—its best since the late 1970s.

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