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Doing your own investing has never been easier. The tools are accessible. The fees are low. The online resources are endless. But there’s one cost that often gets ignored: confidence. 1. Confidence Feels Easy in Good Times When markets are calm and rising, it’s easy to feel in control. A few smart moves can build…

For the wealthy, credit scores can feel like a formality. After all, when you have ample liquidity, who’s really checking your credit? Turns out, plenty of people are. Lenders, underwriters, insurers, and even business partners may review your credit as a measure of trustworthiness and financial discipline. And while a high-net-worth can open doors, a…

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Many of us are naturally inclined to resist change, especially when it comes to our finances. This tendency is known as status quo bias, where we prefer things to stay the same, even if changing our approach might lead to better outcomes. Whether it’s holding onto underperforming investments, sticking with outdated financial strategies, or avoiding…

Creating a comprehensive estate plan is a key step in helping ensure your wishes are honored and your loved ones are cared for after you’re gone. Picture two families trying to find their way forward after losing a loved one. For the first family, Sarah’s father had a clear and up-to-date estate plan. His will…