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

Navigating Life Transitions: Marriage, Kids, and Retirement

Retirement
June 17, 2025

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The Midday Market Roundup for Tuesday, June 17, 2025

Personal Investor
June 17, 2025

Escalating Middle East hostilities between Israel and Iran are significantly impacting the markets. 

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Do you have your tickets? It's going to be sweet! Don't miss out.

News
June 16, 2025

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The Pulse: Global Economic and Market News for Monday, June 16, 2025

Personal Investor
June 16, 2025

Global markets rebounded on June 16, 2025, as investors responded to easing oil prices and signs that geopolitical tensions in the Middle East were stabilizing. Major central banks and global institutions released new forecasts while investors prepared for a pivotal week of economic data and policy meetings.

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How Major Asset Classes Have Performed Since 2020

Personal Investor
June 16, 2025

Over the past five years, global markets have experienced dramatic shifts, shaped by the pandemic, evolving monetary policies, and geopolitical tensions. 

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Planning for Healthcare Costs in Retirement

Personal Investor
June 16, 2025

Healthcare expenses are not just significant, but they also pose a potential financial strain that retirees often underestimate.

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