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If retirement is about a decade away, now is the time to pressure-test your plan—not just your portfolio. This piece outlines six practical moves to help align financial expectations so you can transition with more confidence and flexibility. https://t.co/CcEq8gk0wH
AI adoption is accelerating, but early data suggest labor-market disruption remains limited so far—echoing past innovation waves that initially reshaped roles yet ultimately lifted productivity and expanded employment over time. https://t.co/Z8jSEcUf6U
Today we honor and remember the service members who made the ultimate sacrifice for our country. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and respect.
Globalization is giving way to a more fragmented, multipolar world. As supply chains rewire and capital shifts toward resilience, the winners will be those who understand where policy, capital, and risk intersect—and position accordingly. https://t.co/Zhf4x6KLfJ
Build a financial cushion for life's surprises. This article breaks down practical ways to set aside cash for unexpected expenses—starting small, keeping funds accessible (but separate), and using automatic transfers to stay on track. https://t.co/L7R2rCxeVO
Our latest May newsletter is now live—featuring important updates and timely insights. Visit our website to read the full edition: https://t.co/g9SFThiRrm
Money can be one of the hardest topics to discuss—but avoiding it can create confusion, missed planning opportunities and unnecessary stress for the people you care about most. https://t.co/vnoFmsYiwa
Here are four tax-smart moves to consider:
1. Maximize tax-advantaged accounts
2. Use tax-efficient stock strategies
3. Explore tax-smart bond approaches
4. Optimize at the portfolio level (e.g., asset location)
Learn more here. https://t.co/VUVkSVaWWQ
Alternatives can provide differentiated return potential, but structure and implementation are key. In this episode of The Alts Report, Brian Holzer and Alisa Wood (KKR) discuss what's driving private-ma https://t.co/DT3YnnFuzo
Women's economic power is a structural shift. Morgan Stanley's "SHEconomy" looks at how rising earnings and assets could redirect capital flows—and what it may mean for portfolio construction.
#WealthManagement#ThematicInvesting#SHEconomy https://t.co/XoPE4VYmPz
Wishing everyone celebrating a meaningful Passover and a joyful Easter. May this season of renewal bring peace, reflection, and time well spent with family and friends.
AI disruption fears are driving outsized volatility in software and data stocks—but the fundamentals aren't "computing" with the narrative. https://t.co/CjtME3VxRV
"March Madness" hits markets too--Andrew Sheets on how the Iran conflict is rewriting the macro playbook and what it could mean for fixed income in the weeks ahead.
#Markets#FixedIncome#Macro#Geopolitics#RiskManagement https://t.co/nnGQn0fzKy
Bracket season is back—so we made a College Cost Bracket to help families start planning.
Contact us if you would like to discuss college planning. https://t.co/D9hVEPVPBi
Bigger 2026 tax refunds could put extra cash in consumers' pockets but the real story is where it flows: first to debt paydowns and savings, then into spend-heavy categories like durable goods, hardline retail, restaurants and travel as the year progresses https://t.co/O0HEQbqc1A
In periods of major policy change, coordinated tax and financial planning can help keep decisions aligned with long-term goals. If you're reviewing your 2026 plan, it's a good time to revisit your strategy. Read here: https://t.co/ypLuqf7KJ0
Market volatility is a normal part of investing—but reacting emotionally can be costly.
This piece highlights how to stay focused on long term goals. https://t.co/fS7hZzsS94
Our March newsletter is now available on our website. This edition focuses on practical ways to refresh and refocus your financial life. https://t.co/phTNXxfgam