For Industry Insight and Fresh Life Perspective

Going through a divorce can be an emotionally charged and stressful event.

New research from Fidelity Investments gives a unique insight into how many women approach investing and other financial decisions.

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still grapples with policy uncertainty and remains range bound for the most part.

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation.

According to recent research by Fidelity, women are more likely than men to stay the course and wait out market volatility when it occurs.

Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home.

Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage.

A few years ago, a male colleague said to me, “For a woman, you have entirely too much confidence." “Wow!" I thought.

Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.

Members of the LGBTQ+ community face a broad range of financial challenges that heterosexual people do not need to deal with—and often are not even aware of. The media often portrays the "typical" gay couple as a high-earning pair of professionals.