Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% …

In President Trump’s economic agenda, tariffs are a primary tool to bring manufacturing jobs to the U.S., reduce trade deficits, fill government coff…

Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to us…

The Federal Reserve reduced the short-term interest rate by one-quarter percent on December 18th, but its accompanying economic projections combined …

Financial markets are always subject to crosscurrents. In both 2023 and 2024, despite high interest rates, our expectation of an economic soft landin…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…

All family-owned enterprises reach a point that requires tough decisions about charting a path for the company’s future: Who is next in line to take …

Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…

Private equity (PE) professionals often require unique and innovative financial instruments to help offset long-term tax liabilities and the gains ac…