Recent Blog Posts

Reassess and Realign: Setting Financial Goals for the New Year

As the holiday season winds down and the New Year approaches, December 27 is an ideal time to pause, reflect, and realign your financial goals.

The Great Reset: Creating a Post-Holiday Spending Freeze Challenge

As the holiday season winds down, we are left with warm memories—and lighter wallets. From festive gatherings to generous gift-giving, the financial aftermath of December can weigh heavily on our budgets.

The PULSE: Global Economic and Market News for December 26, 2024

The global economic and market landscape on December 26, 2024, reflects a delicate balance of optimism and caution. U.S. markets continue to show strength, fueled by solid earnings and resilient consumer demand. 

From Presents to Payoff: 7 Steps to Tackle Post-Holiday Debt

The holidays bring joy, celebration, and, often, a flurry of spending. But once the festive glow fades, many people, including you, face a less cheerful reality: post-holiday debt. If this sounds familiar, don't worry—you're not alone, and there are practical steps you can take to regain control of your finances

The PULSE: Global Economic and Market Summary: December 24, 2024

As of December 24, 2024, global markets are poised to end the year cautiously optimistic.

The PULSE: Global Economic and Market Update: December 23, 2024

As the year winds to a close, global markets react to a mix of encouraging economic data, sector-specific developments, and geopolitical tensions

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