As 2023 draws to a close, I can’t help but reflect on the goals I set back in January. One of those goals was to declutter my house of various possessions. This has been an ongoing process, much like the continuous task of organizing. And, as you might have guessed, it’s a lot of work.

It can be difficult to not only know when to start talking about money with your heirs but how to instill your principles into the conversation. How will you help them understand this is more about passing on a legacy than money? Will your family understand the importance of charitable giving as much as you do? We’ve compiled some ideas to help you prepare for the most important wealth transfer topics with your family – before your generous gifting begins.

When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy weight on your shoulders.

After passing all 3 exams on the first attempt, we’re excited to announce that Chase Snyder is now a CFA charterholder, one of the highest distinctions in the investment management profession.

The Social Security Administration has announced a cost-of-living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income benefits. More than 65 million Americans will see the 3.2% increase in their payments beginning in January 2024.

In a 2022 survey, consumers were first asked to quickly estimate how much they spend on subscription services each month, then a while later, they were directed to break down and itemize their monthly payments. On average, the consumers' actual spending was $219 per month, about 2.5 times as much as the $86 they originally guessed.

In this edition, we invite you to embark on a journey of financial discovery. We understand that finance is not just about numbers and markets; it’s about your dreams, aspirations, and the life you want to build.

If you've recently received an inheritance, you may be facing many important decisions. Receiving an inheritance might promote spending without planning, but don't make any hasty decisions. Here are some suggestions that could help you manage your inheritance.

In 2023, an estimated 4.9 billion people use social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or family, or connect with industry peers to gain knowledge for your career growth, social media has a platform for you and your interests. But are you being safe with divulging your personal information?

Have you heard the term “stresslaxation” before? It affects some people, especially high performers, who have a hard time relaxing. It strikes when they’ve finally taken time away from work and other responsibilities to engage in self-care activities – but can’t get in the headspace to actually enjoy them.