Markets were volatile in early 2025 amid tariff concerns and Fed uncertainty. Despite sharp swings, the S&P 500 rose slightly. Value outperformed growth, and global stocks led U.S. equities. Bonds gained modestly. Staying disciplined helped amid turbulence.

In June, the Fed maintained rates, prioritizing inflation control despite tariff-driven uncertainties. While two rate cuts are anticipated by year-end, policymakers await clear evidence of labor market softening. During bond market volatility, disciplined, goal-focused investing remains essential.

Long-term care can bring unexpected, significant costs for retirees, while many need some assistance, a smaller portion face extended care expenses. Thoughtful planning, including insurance, home equity, or Medicaid options, can help safeguard your financial security and dignity in later years.

Relocating to a new state requires reviewing and updating your estate plan to comply with state-specific laws. Variations in wills, trusts, executors, and powers of attorney can impact your legacy and your family’s experience. Ensure your documents reflect your new state’s requirements for peace of mind.

Where you retire could shape your financial future more than you think. State tax policies on IRA withdrawals vary widely, and choosing the right state—especially if you're married—could mean saving thousands each year and stretching your nest egg further.

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.

Moody’s stripped the US of its last perfect credit rating as debt levels surge and fiscal gridlock persists. While short-term market volatility is possible, Treasury bonds remain strong and rising yields may create new opportunities for income-focused investors.

Estate plans can quickly become outdated as life events and tax laws change. Regular reviews help keep your wishes aligned, protect loved ones, and avoid costly mistakes. From updating fiduciaries to including charitable goals, staying current is key to lasting impact.

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.

In a surprising 2025 market shift, international equities have outperformed U.S. stocks by 11%, while U.S. growth lags and value gains. Europe benefits from fiscal stimulus and stability, and U.S. value sectors like healthcare present strong opportunities.

Moving from a one-time gift to long-term nonprofit support can amplify your impact. Reflect on your values, assess the organization’s progress, and explore deeper engagement through funding, volunteering, or advocacy to drive lasting change together.

Planning your children’s inheritance is a key part of estate planning. Whether you pass assets after death, through a trust, or while alive, thoughtful timing can ease transitions, reduce taxes, and align with your family’s values and future needs.

US stocks ended the first quarter lower after reaching record highs, weighed down by concerns over AI competition, economic uncertainty, and the impact of new tariffs, while international markets outperformed and bonds showed modest gains.

With major tax changes ahead, now is the time to act on estate planning. Strategies like Roth conversions, lifetime gifting, and charitable donations can help protect wealth and minimize taxes. This article outlines key steps to take before laws change in 2026.

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.

Investing successfully requires discipline and strategy. These six expert-backed tips from Fidelity can help you build a strong portfolio, manage risk, and stay focused on long-term financial goals

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.