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Grow Your Knowledge
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
Federal Reserve holds rates steady: Powell’s future and the fight for Fed independence
As expected, the Federal Reserve left its target interest rate unchanged after the January meeting. However I might argue this was one of the most intriguing Fed meetings in a long time. Since the Fed last met in December, Chair Jerome Powell was served with a grand jury subpoena, threatening criminal charges over Powell’s handling ... Read more
3 simple ways to stop and outsmart new scams
New year, smart(er) tricks As we head into the new year, financial scams continue to evolve. While the tools may be changing with the help of artificial intelligence (AI), the goal of scammers has stayed constant – to defraud you, the victim, of your hard earned funds. The most effective defense isn’t complex technology; it ... Read more
Q4 2025 Performance review & 2026 Outlook: Balancing growth with caution
Despite some volatility, stocks managed to finish 2025 in positive territory. The Morningstar Global Markets index rose 3.29% for the quarter, marking the third straight positive quarter. The rally was broader than most of 2025, as tech stocks actually lagged modestly and smaller companies outperformed. Non-U.S. stocks put in another strong quarter, with non-U.S. developed ... Read more