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Recent consumer survey data has revealed a widening gap between how consumers view the stock market and the economy. The dark blue line tracks the percentage of consumers who believe the stock market will rise over the next year, while the light blue line shows the University of Michigan’s Consumer Expectations Index, which measures outlooks for income, employment, and overall economic conditions. … [Read more...]

A New Era of Tech, a New Set of Risks and Rewards for High-Income Professionals If you’re a high-income professional thinking about retirement in the next 5 to 10 years, you’re not just planning for the finish line—you’re navigating a moving target. The AI boom of 2025 is creating one of the most explosive investment cycles in decades. But what does that mean for your financial plan? At Wurz … [Read more...]

In early April, the U.S. administration unveiled an aggressive new round of tariffs that could reshape global trade dynamics. A standard 10% tariff will now apply to most imports—regardless of origin—unless specific exclusions are made. In addition, a second layer of tariffs, dubbed “reciprocal tariffs,” targets around 60 countries identified as trade offenders based on their policies toward … [Read more...]

The world of emerging technology offers a thrilling landscape of innovation and growth. As a financial planner for law firm owners, I understand that investing in the future is about more than just staying ahead of the curve—it's about making informed choices that align with your financial goals. Today, I’m sharing my top 10 stock picks in the emerging tech sector poised for growth over the next … [Read more...]

The possibility of a government shutdown seems to be looming over us again, and that leaves many of us wondering what impact it could have on our financial future. Amid the uncertainty, it's natural to be concerned about how a shutdown could affect your investments. In this blog, we will delve into the historical impact of government shutdowns on the stock market, discuss the potential advantages … [Read more...]

Cryptocurrencies have emerged as one of the hottest investment opportunities in recent years, but their underlying technology, blockchain, remains mysterious to many. If you're curious about cryptocurrencies and blockchain but find them confusing, you're not alone. In this guide, we'll explain what cryptocurrencies and blockchain are, how they work, and what potential benefits and risks they bring … [Read more...]