I’ll be gone anyway, so why plan my funeral?

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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Have you reviewed your choice of executor?

What if the person you chose to administer your estate is no longer interested in taking on the duties? That’s only one of many reasons to periodically review your choice....

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Why tax deferral works

Everyone loves a tax break. You may not think that just paying tax later counts as one, but deferring tax enables you to get ahead financially now and in the future....

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A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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Will you retire at the same time as your spouse?

Surprising as it may seem, reports show that spouses in most couples retire at different times. Check out the reasons why you and your spouse might or might not retire at the same time....

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How falling interest rates impact your financial life

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

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Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech

Berkshire Hathaway, Blackwell and the BOJ all made headlines that moved markets this month—but were those events fundamental or just speculation?...

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Tech Takeover: For Better or for Worse?

Technology as we know it will soon be history—again. Be prepared for more “wow” moments as AI revolutionizes new processes and industries, while also displacing human roles....

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(The Process Of) Economic Normalization and What That Means for the Outlook

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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