June 14, 2025 - 01:57

With over 4 million Americans set to turn 65 in 2025, the retirement landscape is rapidly evolving, prompting many investors to reassess their portfolios amid ongoing market volatility. Financial planners are increasingly focused on guiding clients through this challenging environment, particularly as significant legislative changes loom in the form of a comprehensive spending and tax bill currently under consideration in the Senate.
Sarah Mouser, managing director of financial planning at Verdence Capital Advisors, highlights the pressing questions that clients are raising regarding their retirement savings strategies. Many individuals are seeking clarity on how to effectively allocate their assets while balancing growth potential with risk management during uncertain times.
Advisors are emphasizing the importance of a well-rounded investment approach that considers both short-term market fluctuations and long-term financial goals. As the retirement wave approaches, it is crucial for investors to stay informed and proactive in their planning, ensuring they are well-prepared for a secure financial future.
August 10, 2026 - 18:35
Calfee, Halter & Griswold Welcomes Partner Michael R. Trivisonno to the Firm's Corporate and Finance PracticeCalfee, Halter & Griswold has added a new partner to its Corporate and Finance practice in Cleveland. Michael R. Trivisonno has joined the firm, where he will focus on guiding clients through...
August 10, 2026 - 05:24
Landlords turn to 40-year loans as Aussies warned over 'scary' mortgage trendAustralian property investors are increasingly turning to 40-year home loans to get back into the market, but experts are warning the move is a risky band-aid that could backfire badly. The...
August 9, 2026 - 21:38
BrightView Holdings (BV) As Earnings And Guidance Reset The Case For A Pricey ValuationBrightView Holdings recently delivered its third quarter numbers, and the headline figures are giving shareholders plenty to think about. The landscaping and snow removal company reported net...
August 9, 2026 - 06:52
Palantir Is Worth $413 Billion. The $500 Billion Line Sits Almost Exactly at Its Record High.Palantir Technologies has seen its market capitalization swell to roughly 413 billion dollars, placing the data analytics firm on the cusp of a monumental financial threshold. The much-discussed...