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A financial windfall can bring exciting possibilities, along with complex decisions. Whether your new wealth comes from an inheritance, business sale, settlement, or equity event, taking time to understand its impact can help you make more informed choices. Explore eight steps for aligning your windfall with your personal financial goals.

Commodities led markets over the past 90 days, while bonds and small-cap stocks declined as Treasury yields moved higher. In this week’s Two-Minute Market Focus, Todd Jones examines the rise in five-year Treasury yields, the factors contributing to higher real yields, and the growing disconnect between bond and equity market volatility.

In this Focus Perspectives video, Blerina Hysi explores what the next 12 months could hold for bond investors amid uncertainty around Federal Reserve policy, inflation, and economic growth.

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Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence.

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For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.

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