Sometimes, the question is not can you change financial advisors, but rather, should you change financial advisors? Perhaps you have noticed a lack of communication or feel like your goals are not ...

United States Senator Brian Schatz (Hawaii) has introduced legislation titled: Climate Change Financial Risk Act of 2025 (“Act”). The Act directs the United States Federal Reserve to conduct stress ...

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.

Financial advisors can be invaluable resources as you work toward your goals and plan for the future. A financial advisor can help you with everything from building a retirement plan to managing the ...

[ Audio Gap ] Change, and I'm joined by Tom Russell, Executive Director. Similar to our usual webinar format, Tom and I will run through a presentation and then take Q&A at the end. If you have any ...

Climate change has not yet broken through as a bipartisan issue. Surveys from Gallup and the Pew Research Center indicate large gaps between Democrats and Republicans in their views of the immediacy ...

President Biden is using executive orders to address climate change with financial regulations, directing officials to submit reports and solutions by November. Such regulations will have little ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. I’ve read many personal finance books in my lifetime. However, ...

“The current financial model for higher ed doesn’t work,” says … everyone. This has been a recurring theme in the higher education media for more than a decade: numerous headlines have underscored the ...

Navigating the complexities of financial planning and investing requires more than just expertise — it demands a relationship built on trust, communication and alignment with your financial goals. In ...