Insights

Markets will always involve risk; that part is unavoidable. What you can control is your exposure to that risk. Read on to explore the critical difference between risk and exposure, why diversification plays such a powerful role in retirement planning, and how a thoughtfully structured portfolio can help create confidence even during volatile markets. Building a strategy designed to support your long-term goals through whatever comes is the goal we're aiming for.

It’s human nature to think, I’d never fall for that. But the reality is, these scams are designed to fool anyone. While older adults are often targeted, younger generations are increasingly vulnerable.

A Financial Guide for Wealthy First-Gen Parents | Paradigm

Today, we're walking through the 10 crucial steps to take during your child's high school years to set them up for success in college – let’s dive in.

This blog will discuss education savings programs, including 529 plans and other options.

This blog will give a summary of the events that have transpired regarding student loan forgiveness in the US.

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.

Crypto continues to increase in popularity and is becoming a staple in many investors' portfolios, but do you know about these important crypto pitfalls?

This article helps readers weigh the pros and cons of helping pay off your children's student loan debts faster.

Safety deposit boxes are a great option for storing valuables and important paperwork. Learn more about this option and whether it’s right for you.

How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.

These books will help young (and young at heart) investors understand what it means to be financially successful.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.

Sending your kid off to college comes with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind.

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.

The most important life skill we can equip our kids with is having a healthy financial relationship with money.

Being able to leave a legacy for your children and grandchildren is important - but did you know an inheritance could affect financial aid for some college-bound students?

School's going to look a little different this year, but that doesn't mean you can't make time to reevaluate and reconsider your own financial situation.

Will colleges be open for in-person instruction in the fall? This is a question many incoming students are currently facing.