The first half of the year and the last 12 months since July 1, 2023, have delivered great market results. The same is true of our model portfolios.

Many people start out managing their own investments. But as their earnings and assets grow, their financial needs and challenges become more complex—and continuing to go it alone could prove costly in terms of investing miscues. This article considers three common mistakes that can reduce returns and increase anxiety.

“A wave of new scientific discoveries reveals that learning to lean into uncertainty in times of rapid change is a promising antidote to mental distress.”

The US government has faced 14 funding gaps since 1981, 10 of which resulted in shutdowns.

Every recession is unique and the market behavior is to continue to grow and reach new highs even as it encounters economic recessions. Up and down, down and up, as it continues marching to new highs in patterns that cannot be predetermined.

The common thread among these examples is that each represents a tool that processes and organizes data to identify patterns and summarize information or make suggestions. This type of interaction with AI has grown to permeate our everyday lives. Have you noticed your phone offer an unsolicited ETA for your commute when you get in your car? Does your text app suggest grammar revisions based on the context of your overall message? Congrats—you’re an AI user, even if you’ve never opened a ChatGPT session.