We pinpoint five reasons why U.S. equities capped off a banner year in 2024 and why investors were willing to pay for premium valuations. We also offer thoughts on the environment in 2025 and how to approach portfolio positioning.

Insurance planning can play a valuable role in protecting your family’s financial security. Here’s how to effectively integrate life insurance in your overall wealth plan.

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.