David Marshall 
I Bonds have surged in popularity as a low-risk way to protect savings against inflation. But simply knowing how to purchase them isn’t enough. To make the most of this unique savings bond, you need to understand why I Bonds matter now, how they fit into different financial situations, and what limitations could affect your … Read more
Fisher Investments has become a recognizable name in the world of wealth management, known for its bold advertising and high-touch client model. But behind the marketing, what does their approach actually involve? And more importantly — what does it mean for everyday investors deciding whether to work with them? This article breaks down how Fisher … Read more
For many people, dividend stocks represent a practical way to earn income while still growing wealth over time. They’re especially appealing to those who want stability, not just speculation. But the truth is, not all dividend stocks are equal — some are reliable income generators, while others carry hidden risks that can quickly erode your … Read more
When inflation eats away at your paycheck and savings, protecting what you’ve worked hard for becomes more urgent. That’s where Series I Savings Bonds — or I Bonds — come in. These government-backed bonds combine safety with inflation protection, making them one of the few low-risk tools that can help everyday savers keep pace with … Read more
I Bonds, or Series I Savings Bonds, are one of the few investments that combine safety, inflation protection, and tax advantages. Issued by the U.S. Treasury, they have become a popular option for individuals who want to safeguard savings while keeping up with the rising cost of living. To make the most of I Bonds, … Read more
Building wealth isn’t about picking one “perfect” investment. It’s about understanding the tools available — from safe, steady options to high-growth but riskier assets — and combining them in a way that matches your goals and risk tolerance. Diversifying across different types of investments helps reduce risk while giving you a better chance at long-term … Read more
Investing in stocks is one of the most accessible ways to grow wealth over time. While the stock market can feel intimidating, understanding the basics — from how to research companies to managing risks — can empower anyone, regardless of starting point. This guide walks through the benefits of stock investing, key steps to begin, … Read more
Smart spending isn’t about being cheap or depriving yourself — it’s about using your money intentionally. When you make spending decisions based on priorities, long-term value, and financial goals rather than impulse, you create space to save, reduce stress, and build stability. Why Smart Spending Matters Common Challenges Budgeting That Sticks Many people create budgets … Read more
Penny stocks — shares trading under $5 — carry a mix of high reward and high risk. They’re tied to smaller, often less established companies and have long been associated with volatility, speculation, and occasional fraud. Yet despite their reputation, they remain a space where some investors search for outsized opportunities. This guide breaks down … Read more
Planning for retirement means more than just hoping your savings will last. One of the most reliable tools for long-term security is a pension. A pension provides income in retirement, typically as a steady stream of payments, and serves as deferred compensation for years of work. Understanding the types of pensions available, their benefits, and … Read more
