Investments
A Guide for Wealth Managers & Financial Advisers
Portfolios Reflect Goals and Values
Currently, young investors’ portfolios often incorporate both their goals and values. They are more likely than older cohorts to...
The “Escape Corporate” Rental Property Plan I Followed to “Retire” in My 30s
15 years ago, Matt McCurdy had everything—a good corporate job, a great degree, and a path to a comfortable retirement…in 30 years. The...
Best Apps To Send Money (Domestic And International)
Sending money should be simple, but choosing the right app to make it happen can be confusing.Between splitting rent with roommates, sending money...
576,000+ Borrowers Still Stuck in Student Loan Repayment Plan Backlog
Key PointsA court filing shows 576,609 borrowers remain stuck in a repayment plan processing backlog, down from 1.4 million in July 2025.New online...