Personal Finance

Earlier this year, we looked at the boundaries advisors were drawing when it comes to AI, where they trust it, and where they don't. The takeaway was clear: advisors are embracing AI for efficiency, but not for decision-making. That framing still holds. But new data suggests the bigger story isn't...

Inflation may not dominate the headlines anymore, but it hasn't fully disappeared either. Data released Friday showed that Core PCE — the Federal Reserve's preferred inflation gauge — ticked up to 3.1%, slightly higher than expected again. Consumers seem to understand this intuitively. Even if...

Typically, financial planning assumes a familiar path: most people eventually pair up. Two incomes. Shared expenses. Joint financial decisions. But the timeline for that life stage is shifting, and that shift may be creating a larger pool of financially independent clients than many advisory firms...

Over the years, retirement has long been treated as a one-way door. You work hard for several decades — saving and investing as much as you can — before stepping away from your career and living the retirement dream. However, it doesn't always turn out like that — especially lately as retirement is...

The latest inflation data reminded markets that the fight against rising prices isn't over yet as the Federal Reserve's preferred inflation gauge — the PCE price index — came in hotter than expected at 2.9%. With policymakers divided on the timing of rate cuts, Friday's reading underscores just how...

The stock market delivered another strong performance last year, with the S&P 500 finishing up 16.4%, capping three consecutive years of double-digit gains driven heavily by tech and AI-related names. Despite some early turbulence — including a sharp drop on Liberation Day amid worldwide...

For younger generations, the American Dream of homeownership is starting to feel less like a milestone and more like a moving target. As prices rise and savings lag behind, buyers are increasingly forced to rethink where the down payment is supposed to come from — with Gen Z even borrowing from...

Clients don't always say they're worried about inflation or layoffs, but their behavior often reveals it. As costs remain elevated and news of workforce reductions continues to pick up, households are quietly reassessing where their money sits and how accessible it feels. That cautious, proactive...

In the midst of widespread market anxiety, Warren Buffett wrote in a 2008 New York Times article that he was shifting his personal investments away from government bonds and into American stocks, citing long-term confidence in the strength and resilience of U.S. businesses. in his post, Buffett...

Sami Inkinen, the CEO of Virta Health, a healthcare company valued at $2 billion, shared that he considers himself wealthy not due to his substantial net worth, but because he has paid off his $100,000 student debt. Despite being the founder and driving force behind three successful companies...

In a recent interaction renowned investor Warren Buffett offered advice on personal debt, parenting, and career selection. Buffett cautioned against the perils of personal debt, urging people to live within their means. He underscored the necessity of financial discipline, especially...

Last summer, auto loan rejections were cut in half, falling from 42% in February to just 15% by June. Credit became easier to access, yet for many Americans, affording a car didn't get easier — it just got longer. Auto loan terms continue to stretch as buyers trade time for monthly payment relief....

Renowned investor Peter Lynch once underscored the significance of comprehending the business behind a stock prior to making an investment. Lynch, celebrated for his prosperous stint at Fidelity Investments, imparted his investment acumen during a speech in 1997. Lynch counseled investors, “...

In a recent interview, Warren Buffett shared a look at the mindset and discipline behind his approach to unlocking long-term value. Buffett, the chairman of Berkshire Hathaway Inc. (NYSE:BRK), once posed an intriguing question to college students. He challenged them to envision a...

Kevin O’Leary, the Canadian businessman and investor from “Shark Tank,” disclosed his daily routine, including his unique sleep habits and strategies for maintaining work-life balance. O’Leary, also known as “Mr. Wonderful,” wakes up naturally at 5 a.m. without...