Financial Initiatives Counsel

Markets Could Go on a Tear After the Midterms, History Suggests Don’t wait for a “turning issue,” says veteran market strategist Sam Stovall of CFRA Research.

There's only five paycheques to Christmas so start budgeting now With back to school behind us and Thanksgiving upon us, it’s time to start thinking about Christmas. Before you know it, the winter holiday season and Dec. 25 will be here. That means you only have 11 weeks, or five bi-weekly pay periods to prepare.

As inflation soars, how can I protect my retirement nest egg from losing value? The best way to fight inflation is to make sure your portfolio is earning higher returns than the inflation rate.

What Queen Elizabeth’s Death Can Teach the Rest of Us About Estate Planning Sure, most people don't have assets anything like those of the Royal Family. But we can learn from the careful preparation for the Queen's death.