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 ...

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.

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 ...

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 ...

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 ...

If you have clients traveling to a storm-prone area during hurricane season, the most important thing you can do is talk to them about the potential risks (and rewards) while still in the ...

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 ...