Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2026
We may feel like we spend lots of time with our family members. But squeezing in a few hugs and meals on our way to and from work, school, and soccer practice isn't really the same as scheduling meaningful family time. Developing family hobbies can help you all spend more purposeful time together, improve your family's wellbeing, and find new ways to connect.
Mix and match a few of these ideas to find some go-to family hobbies, rain or shine.
Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment is doing for you.
Here’s a five-step audit you can run on your own accounts:
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2026
As 2025 has come to a close, this annual market review breaks down the key economic forces, policy decisions, and global events that shaped market performance across major asset classes this past year. We highlight how equities, fixed income, and global markets responded throughout the year—and what those trends could mean for long-term investors heading into 2026.
Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - December 2025
We all want to find that "perfect gift" for everyone on our nice lists. But in the online shopping age, most people swipe and click to whatever they want every day of the year. Teens and children might be disappointed by any present they can't load onto their screens. Clothes might not fit. Food and beverages might not be to everyone’s taste. Older relatives might grumble that you spent money on them at all.
The secret to less stressful gifting is to think outside of the box – literally. Shopping from these three holiday gift categories will make the season a little merrier for your loved ones and for you
Once your degrees are earned and jobs are secured, many doctors and dentists find themselves on the fast track to some major financial goals -- including, perhaps, early retirement. After all, between those extra years of studying and the daily demands of working in medicine, doctors and dentists might feel like they've worked a full career well before they hit their 60s.
If you're considering adding early retirement as a life goal, discuss these pros and cons with your spouse and your Life-Centered Financial Planner.
Owning a home away from home can add some significant value to your portfolio and your ROL. A second home can be an escape, a change of scenery, a place to immerse yourself in specific interests, sports, or hobbies, or the focal point of meaningful get-togethers for generations to come.
But if you can't make owning a second home work on your own, should you consider sharing the costs, responsibilities, and space with another family?
While the logic might seem compelling, sharing real estate will add a complex business arrangement to your friendship. Make sure you and your prospective co-owners talk through these three important issues.
