Over the past decade, Donor-Advised Funds (DAFs) have become one of the fastest-growing philanthropic tools in the U.S.—and for good reason.

Markets finally got a breakthrough in trade talks, yet it wasn’t enough to spur stocks to a weekly gain as the S&P 500 ended the week down slightly at -0.5%.

Strong corporate earnings and good jobs data kept markets in rally mode during the week, propelling the S&P 500 to a 2.9% gain and recovering all the damage incurred since the April 2nd “Liberation Day” selloff.

It’s easy to stay calm when markets are up and headlines are positive. But as any seasoned investor knows, the real test of your financial plan comes during times of uncertainty.

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Stocks rallied most of the week as sentiment shifted towards optimism over tariffs and trade despite a lack of concrete progress.

Equity markets remained uneasy as corporate earnings season got underway, with no clarity and no deals on tariffs continuing to weigh on investors’ confidence.

Volatility surged as stocks swung wildly on new trade war developments, culminating in the best weekly performance of the year for US equities.

President Trump’s long-awaited “Liberation Day” tariff announcement triggered a meltdown in financial markets, dragging the S&P 500 down -9.1%.

Inflation can be one of the biggest threats to long-term wealth.

US equities pulled back sharply on concerns over tariffs and hotter-than-expected inflation, falling sharply on Friday to pull the S&P 500 down -1.5% for the week.

Earning a high income doesn’t automatically lead to long-term financial success.

US equities just barely escaped a five-week losing streak after a Friday reversal from losses at the market open.

Tariff worries outweighed inflation progress and pushed the S&P 500 into correction territory, down more than 10% off recent highs, although the index was able to recover some of the damage on Friday.

Managing your own wealth can seem like a smart, cost-saving strategy—until it’s not. While DIY investing and financial planning might work for some, the reality is that many individuals unknowingly make costly mistakes that can erode their wealth over time.

Industry Veterans to Execute on Firm's Unique Value Proposition to Achieve Ambitious Growth Goals

The shifting narrative around tariffs gave investors headaches and ultimately drove US stocks lower during weekly trading.

One of the biggest risks to generational wealth isn’t market downturns or taxes—it’s family conflict. Studies show that 90% of generational wealth is lost by the third generation, often due to mismanagement, lack of planning, and family disputes.

Risk-off was the theme as investors shunned big technology stocks despite another quarter of record earnings from Nvidia (NVDA) and inflation data that came in as expected.

Retirement is no longer just about leisure, golf courses, and travel. More retirees are redefining this stage of life by launching businesses, consulting, and investing in passion projects.