Resources

Grandparents with grandchild on grandfather's shoulders

Trusts & Inheritance

What is a GRAT? And What Are The Benefits For Estate Planning?

Explore how a GRAT can reduce estate taxes and transfer wealth efficiently. Learn how they work, their tax benefits, and if they fit your estate plan.

Kate Maier CFP®, CTFA, J.D.

Dec 22, 2025

Financial Planning

Resolution: New Year, No (Bad) Debt

Learn the difference between good and bad debt. Discover key steps to reducing your debt in the new year like tackling high-interest debt first.

Bruce Helmer

Dec 21, 2025

Currency exchange board with people walking in front of it

Investing

7 Market Movers | December 19, 2025

Discover how the markets initially rallied after the rate cut, how AI weighs on stocks, and what sparked the market’s rebound.

Gary Quinzel CFA®, CFP®

Dec 19, 2025

Investing

7 Market Movers | December 19, 2025

Discover how the markets initially rallied after the rate cut, how AI weighs on stocks, and what sparked the market’s rebound.

Gary Quinzel CFA®, CFP®

Dec 19, 2025

Press releases

Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

This partnership will bring the firm’s total client assets to more than $132.2 billion.

Dec 18, 2025

Investing

Top 10 Economic and Market Predictions for 2026: Inflation, Housing, and Investment Trends

Predictions are fun. I’ll take my shot at 10 economic and market predictions for 2026.

Brian Regan CFA®

Dec 17, 2025

Resources

Filters

What is a GRAT? And What Are The Benefits For Estate Planning?

Resolution: New Year, No (Bad) Debt

7 Market Movers | December 19, 2025

7 Market Movers | December 19, 2025

Wealth Enhancement to Acquire AEGIS Financial, an Independent RIA with Over $468 Million in Client Assets

Top 10 Economic and Market Predictions for 2026: Inflation, Housing, and Investment Trends