March is National Credit Education Month in the U.S., which makes it the perfect opportunity to brush up on your credit basics.1 Whether you’re a credit novice or well-versed in the art of the FICO score, below are four ways to potentially boost your credit IQ. Dissect Your Credit Score Do you know what goes into your credit score? Although the …
8 Financial Wellness Tips to Help Manage Generational Wealth
Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations.
Important Lessons from 2023
Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.
5 Strategies for Managing Financial Stress During the Holidays
The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress.
Year-End Donations and #GivingTuesday
A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7 billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Unfortunately, despite …
Offering Thanks
The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second to last month of the year.
Assessing Potential Market Impact of Israel-Hamas War
On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage.
Financial Planning: Who Needs It?
No matter how much money you make, completely mastering money early on in life can help you pursue what everyone wants: a financially comfortable today and a financially secure tomorrow. Mastering money in our society can be a challenging task. Making sound financial decisions requires knowledge of investments, taxes, risk management, estate planning, pension benefits, and other areas—coupled with an …