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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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Corporate Stock Buybacks – Do They Affect Markets?

By Lance Roberts, May 16, 2025

Fisher Investments recently wrote an interesting article asking whether corporate stock buybacks...

A document displaying inflation-proof investment strategies outlined on paper.

The Best Investment Strategies for a High-Inflation Environment

By RIA Team, May 15, 2025

Rising inflation can chip away at the value of your money and investments, making it one of the...

The Wealth Effect Is Not Always Virtuous

By Michael Lebowitz, May 14, 2025

In 2010, following the financial crisis and market meltdown in 2008 and early 2009, Fed Chairman...

Diagram illustrating steps to create an investment risk management plan, including risk assessment and mitigation strategies.

The Essential Guide to Risk Management in Investment and Retirement Planning

By RIA Team, May 13, 2025

Risk management is one of the most crucial elements of successful financial planning, serving as...

A Bear Market Rally? Or, Just A Correction?

By Lance Roberts, May 12, 2025

Assessing a bear market rally proves challenging when you experience it firsthand. It is only in...

Employment Data Confirms Economy Is Slowing

By Lance Roberts, May 9, 2025

While coming in much stronger than expected, the latest employment data confirmed what we already...

Illustration depicting the concept of required minimum distributions (RMD) and managing RMD withdrawals effectively.

How to Navigate Required Minimum Distributions (RMDs) and Minimize Taxes in Retirement

By RIA Team, May 8, 2025

Required Minimum Distributions (RMDs) are an unavoidable part of retirement planning for many...

The Storm Before The Calm

By Michael Lebowitz, May 7, 2025

Risk management is critical to wealth preservation, especially in today’s turbulent market...

A visual representation showing how rising interest rates affect stock market trends and investor behavior.

The Impact of Rising Interest Rates on Investments and How to Adapt

By RIA Team, May 6, 2025

Rising interest rates are a powerful force in the financial world, capable of reshaping markets and...

“Resistance Is Futile” – For Both Bulls And Bears

By Lance Roberts, May 5, 2025

“Resistance is futile” was a sentence that struck fear in the hearts of Trekkie fans...

The Awards You Never Get When Investing

By Lance Roberts, May 2, 2025

In investing, success is often judged by numbers—returns on investment, percentage gains, and the...

Tax planning documents on a desk with glasses and a pen, focused on strategies for high-net-worth individuals.

A Comprehensive Guide to Tax Planning for High-Net-Worth Individuals

By RIA Team, May 1, 2025

When your wealth grows, so does the complexity of your financial life. For high-net-worth...

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