The rise of DIY (Do It Yourself) investing has been driven by increased access to the stock markets and data, empowering individuals to take charge of ..read more

In this blog, we discuss the complexities of Medicare, a fundamental program for those over the age of 65 and individuals with certain disabilities. T ..read more

In today’s economy, inflation is a hot topic, affecting everything from grocery bills to housing costs. One of the key measures used to track th ..read more

Philanthropy is not just an expression of generosity but also a strategic component of comprehensive financial planning, especially for high-net-worth ..read more

In this blog, we will delve into the nuances of credit management, its significance, and strategies for monitoring your credit score. We will navigate the essential aspects of this critical financial metric and provide practical action items for anyone looking to improve or maintain their credit scores ..read more

This blog takes an in-depth look at EWA’s recent quarterly investment report and offers a detailed analysis of the complexities of the current financial landscape, including market trends, strategic portfolio management, and anticipated future movements. The aim is to provide investors with an understanding of how these insights align with goals for a financial independence, security and stress-free life by design ..read more

In a world where the gap between the wealthy and the less affluent seems to be widening, individuals who find themselves on the higher end of this spectrum face unique challenges, especially when their financial success is different from their loved ones. The common belief that more money equates to more happiness is something that many affluent individuals discover to be far from the truth. Achieving financial success can bring about its own set of complex issues, particularly in maintaining relationships with family and friends who may not share the same level of wealth ..read more

In the modern financial landscape, navigating the complexities of concentrated stock holdings has emerged as a formidable challenge, especially for executives in the fast-evolving sectors of technology and manufacturing. This challenge has intensified as compensation packages increasingly include substantial allocations of company stock, effectively linking a significant portion of an individual’s net worth to the performance of a single entity. Furthermore, the recent surge in certain stocks has placed investors at a crossroads, presenting the opportunity to weigh the options of selling and f ..read more

Despite the common belief that elections drastically affect market trends, historical data suggests a more nuanced impact. With the election’s shape now more defined, here are a few helpful insights into how it may influence the financial markets and the broader economy ..read more

Visualizing your life in retirement is about more than just financial security—it’s about creating a life by design. With retirement, the transition from having 8 hours of free time to potentially 15 hours daily is significant. It’s essential to contemplate how this increase in leisure time will impact your daily routine. We suggest taking a detailed inventory of a 24-hour day and comparing and contrasting your current daily activities with those you envision for your retirement. This inventory should include categories such as work, sleep, family time, personal hobbies, and rest. This exercis ..read more