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Prism 2026 First Half Outlook
&Partners has released its first half 2026 issue of Prism, exploring whether markets are in an AI-driven bubble and what to do about it.
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Finding Romance in Retirement
Retirement changes almost everything about your daily life, including your relationship landscape. Whether you’re single and considering dating in retirement, or you’ve been with a partner for decades, this life stage offers unique opportunities to reimagine what romance looks like for you. When Your Routine Disappears Work provides structure, identity, and often physical separation that…
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What to Buy When You Can Buy Anything
Having the financial means to purchase nearly anything you want sounds like the ultimate goal. But arriving at this point often reveals an unexpected challenge: when most options are available, how do you decide what’s worth having? The Paradox of Unlimited Choice Financial freedom doesn’t automatically bring clarity about how to use your resources. Without…
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How to Pass Down a Vacation Home Without Passing Down Conflict
For many families, a vacation home is a place layered with memories, where generations gather each summer to laugh and share traditions. Yet when it comes time to plan the future of the home, emotion and money can pull in opposite directions. Vacation home estate planning can keep heads level when the conversation becomes overwhelming.…
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The 30-Day Family History Project
Imagine your grandchildren discovering a story, a recipe, or a photograph you saved. These are pieces of history they might never have known without you. Retirement is the perfect time to take on the role of family archivist. You don’t need a history degree or special equipment. All it takes is a phone, a scanner,…
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A Simple 5-Step Portfolio Checkup Anyone Can Do
Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment…
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5 Creative Ways to Teach Children Money
Most parents can relate to the challenges of teaching their children about money—whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar. Learning about money doesn’t have to be complicated or fraught with conflict. Some of the best financial lessons come from everyday…
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Lessons in Buyer’s Remorse
We’ve all been there—you make a purchase, and then, almost immediately, doubt starts creeping in. Maybe you spent more than you intended, or perhaps the item doesn’t live up to your expectations. That sinking feeling? It’s called buyer’s remorse, and there are a variety of reasons why we experience it: The truth is, buyer’s remorse…
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Stay on Course: Prepare to Steer Through Volatility
Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.