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.

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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.

US equities reached new all-time highs but pulled back sharply on Friday on poor consumer sentiment and general uncertainty over government cost-cutting and the potential imposition of tariffs.

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US equities shrugged off hotter-than-expected inflation and concerns over tariffs and delivered a solid weekly performance.

The largest generational wealth transfer in history is happening right now, and women are at the center of it. Over the next two decades, women are expected to inherit more than $30 trillion in financial assets, reshaping the landscape of wealth management.

Stocks were little changed during the busiest week of Q4 2024 earnings season, with the S&P 500 ending the weekly session down -0.2%.

For decades, the 60/40 portfolio—a classic mix of 60% equities and 40% bonds—was considered the gold standard for long-term investors seeking balanced growth and risk mitigation.

US stocks had a volatile week, starting off with a Monday selloff and recovering Friday before news dropped that tariffs on Mexico, Canada, and China would be imposed effective February 1st.

US stocks posted weekly gains as strong earnings continued to roll in, with the S&P 500 rising 1.8% during the week and reaching a new all-time high on Thursday before declining slightly on Friday.

US stocks broke out of their early-2025 slump thanks to some good news on inflation and a very strong start to earnings season from the major banks.