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...
by lportee53 | Jul 30, 2025 | Wednesday Wisdom
A New Identity of Commercial Real Estate Unfolds Recovery, reinvention and new opportunities during the second half of 2025 Amid dramatic workplace and business model shifts, the commercial real estate (CRE) sector is forging a new identity. As 2025 unfolds, cautious...