Making financial decisions while grieving can come with a strange pressure to get everything settled after your spouse dies. Someone asks whether you are keeping the house. An account needs…
A bank account can look exactly the way it did last month, even though everything in your life has changed. Your spouse’s name is still on the statement. A credit…
After my wife died, people warned me that grief would be painful. I expected sadness and difficult anniversaries. I understood that certain places would remind me of her and that…
What the Fed’s Latest Rate Hike Means for Investors At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75%…
A Steady Portfolio Can Still Be Actively Managed In 1975, a Philadelphia inventor named Garrett Brown mailed around a reel of shots that seemed impossible at the time. One of…
AI Investing Is About More Than Technology Stocks Artificial intelligence has quickly become one of the biggest stories in technology—and in financial markets. While most of us experience AI through…
What Record Markets and Higher Rates Mean for Investors Markets have given investors plenty to think about this year. Stocks have climbed to new all-time highs, while interest rates remain…
After the world shifts and you lose someone who held a piece of your heart, the simplest tasks can feel like climbing a mountain. I remember sitting at the kitchen…
After my wife died, I believed my professional experience would carry me through the financial side of losing her. I had helped families navigate death before. I understood survivor benefits,…
Should You Consider Opening a Trump Account? Trump Accounts are a new long-term savings option for children. They may be worth considering for some families, but they are not automatically…
