Do you consider yourself a high-net-worth individual (HNWI)? Most people tend not to categorize themselves or see themselves as anything more than a spouse, parent, sibling, neighbor, boss, or business owner. However, society does classify people. HNWIs typically have at least $1 million in cash or assets that can be converted to cash easily, which […]

Tips to spot opportunities, mitigate risks and establish your financial resilience Over the past year, the global economy has faced a series of rolling recessions – periods of economic decline that impact specific sectors or regions without bringing down the entire economy. This phenomenon, although concerning, is not necessarily as disastrous as it may sound. […]

Tips so employers can help employees plan a confident and stable retirement Amidst a backdrop of a volatile market and potential inflationary pressures, these shifts can shape the future of employee retirement planning significantly. Here are four critical trends that deserve attention. Planning for a Volatile Market The volatility of global markets, particularly in the […]

Many investors still adhere to the old adage—”sell in May and go away”—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk tolerance, you won’t need to base your investment decisions on the calendar. Here are three key investing moves […]

How do 529 plans and Coverdell education savings accounts compare when saving for education costs? Definitions A 529 plan is a tax-advantaged savings vehicle that let you save money for the education expenses of a named beneficiary, such as a child or grandchild. There are two types of 529 plans: savings plans and prepaid tuition […]