While news headlines might suggest otherwise, the reality is that most diversified portfolios have actually performed positively thus far in 2025, a fact that surprises many investors given the tenor of financial media coverage. Market volatility is an inevitable part of investing, but within these fluctuations lie opportunities for strategic financial planning.
Unfortunately, you likely cannot control whether you lose your job, or your company loses contracts, but you can prepare for it if it does happen. Look to your financial plan to provide clarity that can reduce stress and help you make confident decisions for your future.
Caregiving can feel overwhelming, especially when it seems like your loved ones don’t see the necessity. Another major stressor is feeling that you’re all alone, with everything falling on your shoulders. Having a team to provide feedback, time, financial support, advice, and share responsibilities can significantly ease caregiver stress.
Helping an aging loved one get organized significantly reduces caregiver stress. It enables efficient delegation and equips you with the information to handle urgent situations effectively. This article will list the most urgent and commonly needed information that you will need to make things run and solve most issues.
Strategies to help caregivers reduce stress and foster cooperative relationships through effective communication before your loved one is in a position of dependency. By having conversations early, and tactfully, you can avoid confrontation and help make sure your loved one's wishes are carried out.
In the spring of any presidential election year, questions roll in about party, policy, the growing political divide, and what that means for capital markets. Although situation and scenario-specific, in most cases, we do not urge action related to investments and asset allocation, but often will suggest action related to tax and financial planning.