While headlines and short-term market movements can feel unsettling, 2025 reinforced an important truth: markets adapt, economies evolve, and long-term discipline matters. As we look ahead to 2026, staying focused on goals, maintaining diversification, and keeping perspective will remain essential. If you have questions about how these trends may impact your financial plan, we’re here to help guide the conversation.

As 2025 winds down, it is a good time to pause and look at the big picture: how your money supported your life this year and what you want it to do for you in the next one. Use this checklist to reflect on progress, refine priorities, and tee up practical changes for 2026.

Holiday shopping scams surge every year, and 2025 is shaping up to be one of the worst seasons yet for fraud and identity theft. A bit of awareness and a few smart money habits can keep your budget, your credit, and your holiday spirit intact.

Every November, International Fraud Awareness Week serves as a great reminder for professionals and the public alike to heighten their awareness in the ongoing fight against fraud. As criminals continue to find new and more intricate avenues to commit fraud, it’s essential to understand not only the latest data but also the strategies you can implement to defend yourself.

Every day, millions of people devote time, energy, and often their own money to caring for someone else. If you’re new to financial caregiving, or already in the thick of it, there are ways to make it more manageable and protect your own financial well-being in the process.

October is National Financial Planning Month, a good reminder to pause, assess and take action on your financial life. Whether you’re saving for retirement, managing debt, helping kids through college, or caring for parents, the right plan can turn financial stress into financial confidence. Keep reading to discover nine common questions clients ask, along with answers and actionable steps you can take today.