Summer 2026 is slipping away just as quickly as sand through your fingers, but fret not, there’s still time to make the most of the season. While camping trips, road trips and Euro trips often require more planning to iron out the logistics—especially if you have a pooch you want to bring along—quick beach getaways and week-long vacations are becoming easier to navigate thanks to a rise in dog…
Experts say it’s dangerous to let chatbots make financial decisions for you, and new research finds that the risks could be even greater than previously thought. Money pros advise against relying on AI for financial advice, but plenty of people looking for authoritative-sounding advice seem willing to overlook the warnings about how these tools can…
After three TPSU for Healthcare Fiduciaries programs this summer with Adjunct Lecturer Jamie Greenleaf, a renowned retirement plan advisor who sold her practice to OneDigital, it’s clear to me that the abuses rampant in 401(k) and 403(b) plans 20 years ago are now coming to light in healthcare and benefits plans with one major difference—the…
The S&P 500 index has largely shrugged off the most notable headwinds of 2026. Conflict in the Middle East led to rising energy prices. There are still worries about the possible impact artificial intelligence (AI) will have on the labor market. Consumer confidence is near all-time lows. And investors continue to patiently wait for the…
The bearish Tesla set-up we flagged ahead of Wednesday’s report has delivered most of what it can. Two ways forward: bank the entire gain, or press the same playbook against another priced-for-perfection name reporting in two weeks. Heading into Tesla‘s second-quarter report, I argued the risks were skewed to the downside. Greeting a delivery beat…
Recent developments in asset protection planning, including divorce risk, AI transformation, court case guidance, and novel approaches to piercing estate plans and irrevocable trusts in divorce cases.This webinar will: Review several recent case law developments in asset protection planning, including divorce risk, self-settled trusts and fraudulent conveyances. Discuss a novel idea for piercing (or protecting,…
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