A broad group of companies carried the U.S. stock market to a 10.9%¹ return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the U.S....
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Do you remember family stories about your great grandparents’ arrival in the US at age 18 with little money, few skills, and only hope and ambition carrying them to the “land of opportunity?” Over time,...
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By some estimates, a family with a special needs child will spend as much as an additional $1.4 million over the child’s lifetime, compared to a family without special needs. To cover these expenses, most...
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I am back from a family vacation in Japan which renewed my appreciation of the beauty of simple design. Why have a dozen flowers, when only one is needed? The trip reminded me of a...
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Deciding to divorce is already an emotionally challenging process. What can you expect to happen in the first few months? The first step is that your case has to be filed with the court, and...
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My 27 year-old daughter, Heather, is embarking on a career change – the perfect time for a financial check in. Like many of today’s millennials, Heather didn’t receive a formal financial planning education, so we...
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Looking for entertaining and educational ways to keep your children busy this summer? Have them read some of these books to introduce financial values and help them gain a sense of financial independence. Every parent...
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Identity theft is becoming commonplace and it seems almost everyone in the U.S. has received a notice that their personal data may have been stolen in connection with a data breach. Several of these data...
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Tax day has come and gone and taxpayers can go back to more enjoyable pastimes for another 10 months. However, it would behoove those in the higher brackets to take time to consider whether they...
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Where should you live in retirement? Many have weighed in this topic and there are periodic ratings on which states are the best or worst places for retirement. One resource for such lists is WalletHub,...
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