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How strategic financial gifts for your children should build capability rather than dependency, creating lasting value across all ages

Despite alarming headlines about Middle East conflicts, S&P 500 data shows markets remain surprisingly rational during geopolitical turmoil.

My Gran passed away this month, and it got me thinking all about what a good death means.

Elections often stir up strong emotions, and it's easy to feel like the outcome of a vote or change of government will make or break the market.‍ But markets are just not that simple. 

Progress isn't linear—how shifting your perspective reveals surprising growth in your investment portfolios despite short-term setbacks.

Exploring how discomfort leads to growth—and how WealthMap® helps clients take the first step toward living life by design.

Inheritance tax is seen as one of the more complex and emotionally charged areas of financial planning. It can be an awkward topic to discuss, yet one thing is universally agreed upon: no one wants to pay more tax than they need to. 

Investing isn’t easy, and moments of market volatility will always test our resolve. The truth is, if we want our money to grow beyond the pace of inflation, we have to accept that investing and volatility are part and parcel of the journey. 

Markets don’t like uncertainty, and Trump’s trade tactics are creating plenty of it. But history suggests this is more strategy than chaos. How can investors ride out the volatility without making costly mistakes?