by lportee53 | Oct 8, 2025 | Wednesday Wisdom
Navigating Gen Z’s Digital-First Financial Future Strategies for the Entrepreneurial Generation Financial professionals who have guided clients through shifting market landscapes for more than a decade have observed a remarkable change in how younger generations...
by lportee53 | Oct 2, 2025 | Wednesday Wisdom
What Does a Government Shutdown Mean for the Stock Market? As investors, it can be unsettling when headlines warn of a looming government shutdown. The mere threat of dysfunction in Washington tends to stir up anxiety across the markets. After all, no one wants...
by lportee53 | Sep 24, 2025 | Wednesday Wisdom
Why 4Q25 Offers Homebuyers a Window of Opportunity Fed rate cuts, growing inventory, and softer prices may create a strategic advantage for first-time buyers and investors Now may be a favorable time for U.S. homebuyers. Several market and policy shifts—recent Federal...
by lportee53 | Sep 5, 2025 | Wednesday Wisdom
Empty Nest? Time to Revisit Your Financial Plan More than an emotional turning milestone, it can be a financial turning point Psychologists often describe this period as transition stress, a natural response to a major life milestone. Yet alongside the emotional...
by lportee53 | Aug 13, 2025 | Wednesday Wisdom
Global Market Commentary – A Hot August August 2025 Recap Global Markets Rally as Oil Declines Global markets outperformed U.S. equities in August, though results showed a slight divergence between developed and emerging economies. Developed international equities...