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Market volatility is back, but history shows it's normal and often followed by strong rebounds. Staying invested is key—missing top days can halve returns. Diversification, risk-aware strategies, and long-term discipline can help investors navigate uncertain times.

Despite recession fears driven by political and economic uncertainty, history shows markets often rebound. In 11 of 12 past U.S. recessions, $1 invested at the start saw gains over three years, averaging 43.2%—similar to long-term market performance.

Trusts offer powerful advantages in estate planning, from avoiding probate and reducing taxes to protecting loved ones and managing complex assets. Whether you own property, have young children, or want more control over your legacy, a Trust can provide lasting peace of mind.

Transferring your home to a trust can impact your insurance coverage. This article explains why it’s essential to update your homeowners policy after the transfer to ensure proper protection and avoid potential claim issues.

A Spousal Lifetime Access Trust (SLAT) lets one spouse transfer assets out of their estate for tax benefits and asset protection, while allowing the other spouse access to the funds. This guide explains how SLATs work, their benefits, risks, and what to consider in your estate plan.

Rolling over funds from employer plans to IRAs requires careful planning. This guide highlights four key steps: confirm eligibility, take RMDs first, check penalty exceptions for those under 59½, and opt for a direct rollover to avoid tax withholding.

Bitcoin’s growing role in the financial landscape is driven by its potential as a store of value, portfolio diversifier, and hedge against inflation. BlackRock explores why institutional investors are increasingly considering Bitcoin as part of their asset allocation strategies.

Giving appreciated assets as lifetime gifts can offer tax advantages and maximize wealth transfer. Morningstar explores the benefits, potential pitfalls, and key considerations for making the most of this estate planning strategy.

Having a will ensures your assets are distributed according to your wishes, protects your loved ones, and simplifies the legal process after your passing. Trust & Will outlines key reasons why everyone should have a will and how it can provide peace of mind for the future.

After an election, many investors try to predict which sectors will thrive under the new administration’s policies. But history suggests that election-driven market bets rarely translate into long-term outperformance.

Leonard Golub, CFA, reviews performance trends, model portfolio updates and diversification techniques for managing political uncertainties. Guest presenter, Oscar Barbadillo of Henley & Partners introduces their services in residency or citizenship by investment.

An advance directive is a broad legal document outlining medical preferences if you're incapacitated, while a living will specifically addresses end-of-life care. An advance directive may also include a medical power of attorney, designating someone to make healthcare decisions for you.

Vanguard's 2025 outlook predicts global monetary easing, moderate U.S. GDP growth, and a gradual decline in inflation. They foresee improved fixed income opportunities due to higher yields and balanced potential for equity returns over the next decade.

Starting in 2025, individuals aged 60-63 will gain access to increased retirement plan catch-up contributions, offering new opportunities for savings, with key changes to Roth contribution rules delayed until 2026.

A new Trump administration could bring changes to Social Security, Medicare, and tax policies, impacting retirement planning, healthcare costs, and financial regulations for retirees.

A charitable bequest allows you to leave a gift to a nonprofit in your will or trust, offering tax benefits and creating a lasting legacy.