by Margaret Horsley | Mar 25, 2026 | Financial News, Financial Planning
War news frequently gets investors down, and their investment portfolios as well. Many investors wonder if they should sell their stocks and invest in cash. This article shows how the stock market responded to five recent international wars, and what happened when...
by Freshy Admin | Aug 12, 2024 | Financial News
The relationship between U.S. presidential elections and stock market performance has long been a concern for many investors. With the 2024 U.S. presidential election experiencing unprecedented turmoil in recent weeks, it is understandable that investors are wondering...
by Freshy Admin | May 16, 2024 | Financial News, Financial Planning
While it is often overlooked until later in life, a well-constructed estate plan is a vital part of a holistic financial plan. An estate plan involves arranging for the management and distribution of one’s assets after death or incapacitation. Regardless of one’s net...
by Freshy Admin | Feb 4, 2024 | Financial News, Financial Planning
As the financial industry becomes increasingly reliant on technology, digital transactions, and online banking, managing one’s personal finances has never been easier. There are added risks that come with this convenience, however, and ensuring the security of one’s...
by Freshy Admin | Dec 1, 2023 | Financial News
Legendary investor Charlie Munger died this week, just shy of his 100th birthday. A highly respected and successful investor on his own, Munger was best known for his role as Vice Chairman of Berkshire Hathaway, where he was the right-hand man to Warren Buffet for...
by Freshy Admin | Apr 4, 2023 | Financial News, Financial Planning
Signed into law by President Biden in December 2022, the Secure Act 2.0 provides sweeping changes that will enhance both working and retired Americans’ abilities to optimize their retirement plans. The new legislation has a little something for everyone, from working...
