Understanding Family Dynamics in Estate Planning
Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets.
Control is Overrated: Why Doing Less Can Mean More
Markets swing, headlines scream, and your brain begs you to do something. Smart investing means knowing when not to do anything. From the illusion of control to the soap-bar effect, sometimes the best move is knowing you’re not in charge.
The stock market: What it is and why it’s in the news
The stock market is an extremely important financial system that affects the wallets of many people around the world, but the truth is, even many adults don’t quite understand what it is.
How to weather the storm with Trump’s tariffs
If Trump’s tariffs have you worried about your job and your money, you’re not alone. Here’s what financial experts say can help you weather the storm.