Capital InsightsMarkets
Beyond the Ballot: The 2024 Election’s Impact on Your Investments
2024’s massive election year, in which over 70 countries are holding elections, is coming to a head for us as…
Subscribe to Our Insights
Capital InsightsFinancial Planning
Charitable Giving in 2024 and Beyond: Key Trends and Developments
Now that we are well into the second half of the year, we can reflect on how the landscape of…
Capital InsightsRetirement Planning
Income Strategies in Retirement
Retirement is an important milestone in life that you work tirelessly to achieve. While retirement can be exciting. it also…
Capital InsightsFinancial Planning
Does it still make sense to downsize in today’s market?
Traditionally, downsizing from a larger home has been a strategic move for retirees looking to simplify their lives and bolster…
Capital InsightsEstate Planning
Be Prepared for Life’s Future Events!
In February, my coauthor Dr. Mary R. Donahue, Ph.D., and I released the sixth edition of On Your Own: A…
Capital InsightsRetirement Planning
What You Need to Know About Retiring in Another State
One of the secondary effects of the COVID pandemic and shift to remote work was an uptick in people moving…