This blog post aims to guide how to effectively manage the financial aspects of caring for aging parents while maintaining progress toward other critical financial goals.

As another election cycle approaches, investors often wonder how political outcomes might impact their portfolios. It's natural to feel concerned about potential market fluctuations during these times. However, historical data and market trends suggest that maintaining a long-term perspective is crucial for investment success, regardless of election results.

Don't miss our August monthly market insights with graphs, charts, and visuals.

In this blog, we’ll discuss the importance of managing your finances and actionable steps that single moms, widows, and divorcees can take to control their financial future.

The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations. Economists are analyzing inflation and labor market data to determine their impact on the probability and timing of rate cuts. Speeches by Fed members and minutes of recent Fed meetings have received greater scrutiny as investors search for clues about the central bank's next steps. This letter recaps the second quarter, discusses investors’ focus on the Federal Reserve, and looks ahead to the remainder of 2024.

Welcome to Emergent Wealth Advisors’ monthly market summary! We’ll go over key takeaways, and offer up a few key charts and graphics to make what’s happening in the market more digestible.

If you’re lucky enough to have a pension plan, you’ll need to understand how to leverage your benefits effectively so you can achieve your financial goals in retirement. In this blog, we’ll review pension options and provide strategies you can implement to maximize pension benefits.

Stay up to date with our monthly market summary! This month, we’re talking about the impact of rising treasury yields, and more.

Education is the greatest gift you can give your child or grandchild. Unlike material items, it keeps on giving and directly impacts our personal and professional lives. If your goal is to help your child or grandchild graduate college with little or no debt, there are a few things you should be aware of.

Learn more about financial security, how to set financial goals, and strategies you can implement to retire when you want to.

Why are they made again and again? Making sense of these errors in judgement.

How to help determine life insurance needs to provide for your family after you pass away

Here are five facts about social security that are important to keep in mind.

A 7-Step Guide To Getting Your Affairs In Order

There are common mistakes you can avoid when saving for retirement.

The differences between a Traditional and Roth IRA

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

A look at the new, record-high retirement contribution limits from the IRS.

You are unique and so is your financial life. That’s why we approach financial planning differently. Here’s how we can help.

Worried about paying for long-term care? Learn about the different kinds of long-term care insurance and which one could be a good fit for you.