Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Private assets, including private equity, private credit, real estate or other alternatives, are not so private anymore. According to a 2025 Invesco survey, nearly one in five investors already hold ...

Sammy Azzouz is the President & CEO of Heritage Financial Services, a Boston-based firm specializing in personalized wealth management. Recognized as one of Investopedia's Top 100 Advisors in 2023, he ...

Talking to your clients about the upcoming election does not mean you should talk about politics or predict the outcome. It means talking to them about how the election might affect their finances.

When are interest rates going to come down? Where should mortgage rates be before I buy or refinance my home? How much home can I afford today? These are just a few of the questions independent ...

A pivotal moment for ESG occurred in Dubai last month at COP28, the annual global summit on climate change: Developed nations, including the Gulf states, collectively agreed to transition away from ...

Welcome back to "Ask an Advisor," the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to ...

The One Big Beautiful Bill Act is creating waves—and confusion—for your clients. The news coverage often highlights urgency, the fine print feels overwhelming, and many want to know how it will affect ...

When a latte in Manhattan can cost close to a lunch in San Antonio, for any customer, the concept of how expensive something is, and how much it should cost, can get murky. For many lawyers and ...