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HISTORICAL FACTS: 53 - Caught on Camera

How Prices Changed Since Trump Took Office

Trump campaigned on bringing prices down for Americans. Here's where prices stand a little over a year into his second term.

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Beyond the Bar: Your 5-Step Guide to Discovering Whether a Lawyer Is Shady

Research shows you can't rely on some state bar websites to vet a lawyer you're considering hiring. Here's how to check out a lawyer before you hire.

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6 Practical Steps to Help Keep Your Student Focused on College Rather Than the Financial Strain

Too many students drop out due to financial strain. This plan can help families plan for the costs and get timely aid that sees students through to graduation.

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Are You the Doer or the Visionary of Your Advisory Practice? Here's How You Can Make the Leap to Chief Vision Officer

The key is to transition from a tactical "doer" to a strategic "chief vision officer" by building the teams, processes and brand so your practice can grow.

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Trump Reshapes Foreign Policy

The President starts the new year by putting allies and adversaries on notice.

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How to Plan a (Successful) Family Reunion

From shaping the guest list to building the budget, here's how to design a successful and memorable family reunion.

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These Unloved Energy Stocks Are a Bargain

Cleaned-up balance sheets and generous dividends make these dirt-cheap energy shares worth a look.

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You've Heard It Before, But This Investment Advice Still Pays Off

"Time in the market beats timing the market" — been there, done that, right? But don't write off the underlying advice. There's a reason it's a popular saying.

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Are Clients Asking About Adding Crypto to Their Retirement Plans? This Is How Advisers Can Approach This New 401(k) Frontier

Advisers need to establish clear frameworks to address client interest, navigate risks like volatility, and ensure they meet their fiduciary responsibilities.

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3 Niche Oil and Gas Investments for Next-Gen Wealth Builders

Lesser-known segments of the oil and gas sector present unique opportunities for next-gen investors and family offices, as long as they're vetted thoroughly.

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6 Champagne Problems Successful Retirees Face

What do you do if your biggest financial threat is simply having too much of a good thing — money?

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Congress Set for Busy Winter

The Letter editors review the bills Congress will decide on this year. The government funding bill is paramount, but other issues vie for lawmakers’ attention.

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What to Ask a Contractor Before a Renovation

Essential questions homeowners should ask before hiring a contractor to avoid surprises, protect their investment and keep projects on time and on budget.

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How to Avoid Being Buried by the Tax Avalanche in Retirement: Tips From a Wealth Adviser

All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.

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I'm a Financial Adviser: This Is the Real Secret to Retirement Success

For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.

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Is Your Retirement Plan Based on Social Security Fact or Fiction?

One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.

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Are You Investing to Score Points or Make Money? Cautionary Tales From an Investment Adviser

Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.

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Does Your Car Insurer Need to Know All Your Kids? Michigan Cases Raise Question

Who you list on your policy matters more than most drivers realize, especially when it comes to who lives in your home.

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Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)

Five stats show how you need to rethink retirement, because "the future ain’t what it used to be."

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Are Roth Conversions for Retirees Dead in 2026 Because of the New Tax Law?

The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.

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Worried About Retirement? 4 Tasks to Calm Your Nerves and Build Confidence, From a Retirement Pro

If you're feeling shaky about your finances as you approach retirement, here are four tasks to complete that will help you focus and steady your nerves.

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Financial Success Isn't Just About What You Save, But Who You Trust: Who's in Your Driver's Seat?

For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations

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Small Caps Can Only Lead Stocks So High: Stock Market Today

The main U.S. equity indexes were down for the week, but small-cap stocks look as healthy as they ever have.

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Ask the Editor, January 16: Tips for Filing Your Form 1040

In this week's Ask the Editor Q&A, Joy Taylor answers questions on preparing and filing your 2025 Form 1040.

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Is Direct Primary Care Right for Your Health Needs?

With the direct primary care model, you pay a membership fee for more personalized medical services.

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