Industry Insights

As the world watches rising tension, here's what history shows us about long-term investing.

Most retirement regrets don’t come from big mistakes, but from small decisions made too late. The Anti-Regret Playbook outlines the most common lessons retirees wish they’d acted on sooner—and the proactive moves you can make today to protect your freedom, flexibility, and peace of mind.

Many people want to start investing but feel overwhelmed by where to begin. At the heart of that question is something deeper: “What is my first step toward a better future?” The truth is, the future is unpredictable—no one can know what life will look like in 10, 20, or 30 years, or what unexpected challenges might arise. But even with uncertainty, you can plan.

Geopolitical events and market swings are part of the investing journey—but they don’t have to derail your goals. See why staying diversified and disciplined can lead to long-term growth.

Certified Financial Planners (CFPs) do more than just manage money — they empower clients to set goals, build lasting wealth, and navigate life’s financial challenges with confidence. Discover how CFPs help individuals and families thrive, not just survive.

AI scams are no longer just a threat to the tech-illiterate — they’re now sophisticated enough to fool even the most informed professionals. Learn how these scams work, why they’re so convincing, and the essential steps you can take to protect yourself.

In times of market volatility, many investors turn to gold as a safe haven — but is it really the shield it’s made out to be? Explore the history, behavior, and pros and cons of investing in gold during uncertain times.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?

Retirement plans can be as unique as your company and its employees. Yet many committees do not take the time to set specific goals for their plans. Without defined goals, it can be difficult to create an effective retirement plan that meets expectations. Here’s helpful guidance about defining your plan goals and offering this benefit which helps everyone save toward retirement success.

With over 200,000 financial advisors in the United States, how do you pick one?