How Retail Investors Won Round One of Tariff Market Volatility
As $74B flowed out of equity mutual funds and ETFs in April, retail investors bought dip and participated in fastest snapback in S&P 500 since 1982.
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Credit Card Rewards: A Changing Landscape That May Impact Your Clients
For affluent individuals and families, credit card rewards have become more than a perk—they’re a lifestyle enhancer.
The Summer of 'Revenge Travel' Will Feel Like a Distant Memory This Year: Morning Brief
The summer of 2022 was defined by the notion of "revenge travel" as consumers tried to make up for time lost during the height of the pandemic.
Something’s Not Quite Right in the World of Work
There's nagging sense something’s not quite right in the world of work. Clients may not say it out loud but under the surface there’s growing unease.
Not All Spooked by Tariffs - Everyday Investors Buy the Dip
Everyday investors are continuing to buy the dip aggressively, even as Wall Street reacts to renewed trade tensions and recession fears.
Fidelity Finds More American Families Are Openly Discussing Money Matters
The traditional reluctance of American families to openly discuss financial matters may finally be giving way to a more communicative era.
How ID Thieves Are Having New Success Stealing Your Bank Deposits And Checks
Old-fashioned in-person identity theft is on the rise after fraudsters grew more sophisticated during the pandemic. The surge is frustrating banks.
