Financial Planning

&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.

WealthManagement.com has named Kristi Mitchem to its Ten to Watch in 2026 list, highlighting her leadership and impact on the evolving future of wealth management.

Watch Kristi Mitchem join Consuelo Mack and Anna Paglia for a conversation on women’s leadership, financial confidence, and the role of advice in building long-term wealth in this WISE webinar.

As 24-hour trading emerges, so does the urge to respond to every market move. But the real path to wealth lies in staying disciplined, not reacting overnight.

The new law brings clarity, new deductions, and time-sensitive opportunities.

You don’t have to go far to discover something new. In fact, some of the most interesting experiences are often right in your own backyard. Exploring your community can strengthen connections, spark curiosity, and create memories without the cost or hassle of travel. Here are seven ways to start: 1. Seek out the landmarksVisit the…

Your investment strategy might have less to do with market data and more to do with the dinner table you grew up around. The way you think about money, the risks you take, the risks you avoid, often trace back to lessons you didn’t even know you were learning as a kid. Scarcity vs. Abundance…

The rising trend of adult children moving back in with their parents—often called “boomerang children”—is reshaping family life and financial dynamics. Driven by high housing costs, inflation, and mounting student debt, this arrangement can provide a much-needed safety net for the child, but it can also create challenges for the household. The following tips can…

Planning for retirement is often seen as a straightforward task, but misconceptions can undermine even the best intentions. These myths, if left unchecked, can result in financial shortfalls or a less enjoyable retirement. Let’s explore five common misconceptions and how to avoid them. 1. “I’ll Spend Less in Retirement” Many people believe their expenses will…

Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding…