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Market Commentary The first quarter of 2025 saw domestic stocks under pressure (S&P 500 down 4.3%) while international equities rallied (MSCI EAFE up 6.9%). Core bonds fared well in the face of volatility (Bloomberg U.S. Agg Bond Index up 2.8%). 2025 began with...
Introduction Artificial intelligence (AI) is no longer just a buzzword in finance—it is fundamentally reshaping the way financial institutions serve their clients. From streamlining processes to enhancing security and providing smarter insights, AI is enabling...
Over the last several weeks, President Trump’s White House and the Department of Government Efficiency (DOGE) have taken sweeping actions across the public sector in an effort to reduce the budget deficit and save U.S. taxpayers’ dollars. Meanwhile, Trump’s ongoing...
For generations, wealthy families have been told that keeping assets together preserves legacy and unity. But as families grow, so do differences in priorities, risk tolerance, and financial goals. What if the best way to protect family wealth isn’t keeping it...
Understanding Financial Aid: A Key to Education Success Education expenses can be a significant burden for families and students. Whether you’re saving for a child’s future or financing your own education, understanding financial aid is essential. National Financial...
The global financial markets are experiencing significant activity, particularly in sectors such as technology and renewable energy. As these industries continue to evolve, investors have a unique opportunity to capitalize on emerging trends while also managing risks....