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A friend or relative asks you to be the executor of her estate. What, exactly, is she asking you to do? You may feel honored by the trust being placed in you, or you may be motivated by feelings of loyalty to family or friends. For many small and medium-sized estates, the executor is often a friend or family member, so this decision is a common one.

We don’t yet have a clear report card on how well-educated America’s students were during the 2020-21 school year, with so much remote learning during the pandemic.  And with the worrying rise of the delta variant and its ongoing effects on American schools, it will also be a while before we know what the educational landscape will be like for 2021-22.

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course.

It seems likely that many of us sometimes wonder what we get in return for our tax dollars.

This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect investing behavior in ways that aren't usually helpful for achieving the best long-term results.

As everyone knows, the pandemic lockdown in spring 2020 shuttered economies around the world, sending markets into a tailspin and creating widespread anxiety as people began to fall ill from the disease and health agencies scrambled to find answers.

One of the most common educational props in the financial planning world is something known as the Callan Periodic Table of Investment Returns.

In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing behavior in ways that aren't usually helpful for achieving the best long-term results.

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results.

One aspect of the COVID-19 pandemic that few seem to be talking (or writing) about is the impact of those hundreds of thousands of COVID deaths on the life insurance industry—and on policyholders.