Green, Yellow or Red Zone Client?
Assessing personal and family complexity in wealth advising
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Yes, the AI stock selloff looks terrifying. But it might actually save the bull market.
The hottest tech trades of 2026 just got slammed — smart investors are buying anyway.
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US business activity, confidence surge to 8-month high: S&P Global
Dive Brief: U.S. business activity and confidence surged in July to an eight-month high, prompting companies to hire for the first time in three months, S&P Global said Friday. Services fueled most of the gains as manufacturing growth slowed, S&P Global said, noting that the war with Iran pushed supplier delays to the highest level…
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Here are 4 forces that drove a tough week for stocks
It was a tough week for stocks, as investors navigated everything from escalating tensions in the Middle East to key tech earnings reports to healthcare developments. Logging their second straight weekly losses, the S & P 500 slipped 0.6%, while the tech-heavy Nasdaq fell 2.1%. Here’s a closer look at what drove the trading action….
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One Landscape Feature Started Defining Entire Gardens
Gardens often change with the seasons as flowers bloom, grasses fade, and shrubs grow into place. These landscapes rely on something far more permanent. Before the planting fills out, one feature already gives every space its shape, texture, and identity. Natural stone appears in almost every part of the design. Boulders become seating, stacked walls…
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Your Savings Rate Matters More Than Your Investment Returns
Just the Tip: In your first decade of building wealth, the percentage of income you save drives your net worth far more than the returns you earn. A 15% savings rate with average returns beats a 5% rate with brilliant returns. Push your savings rate up first and worry about optimizing investments later. Subscribe for…
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U.S. GAO – SBA Disaster Loans—Limiting Duplication of Assistance
Thursday, May 22, 2025 SBA Disaster Loans—Limiting Duplication of Assistance After a natural disaster, the Small Business Administration helps homeowners and businesses recover by providing loans. While this funding is important, it is not unlimited. And in some cases, survivors may have received duplicate benefits. How is SBA working to prevent this duplication? We find…
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A Pre-Retirement Financial Checklist
By Jim Dahle, WCI Founder <!– As doctors enter their 50s and 60s, many start dreaming about retirement; unfortunately, properly planning for retirement requires as much time and effort as planning a career. Truthfully, the non-financial aspects of retirement are perhaps the most important. Unless your retirement is a “forced retirement” due to disability or…
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Should You Buy Chipotle Stock Before July 29?
Chipotle Mexican Grill (CMG -0.70%) is set to report its second-quarter results on July 29, and after a rough stretch for the burrito maker, plenty of investors are wondering whether to buy ahead of the print. That’s a fair question, but I think it is the wrong one to obsess over. The smarter approach is…
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Countdown to Turkey Day: Place Settings, Decorations?
Another day, another task as we continue preparing for Thanksgiving without overwhelm. If you are just joining our Countdown, here is what we have done already: Less than a week in, and you can see how we’ve already removed a lot of the stress by breaking this event into manageable steps. Today’s task: Place Settings…
