There has been more tinkering than usual, and the tinkering has been in a defensive direction. First, cash & cash equivalents increased from 17% to the target maximum of 20%. Part of the increase was ...

How Dr. Preston D. Cherry, CFP®, founder of Concurrent Wealth Management, is guiding his Gen X clients on using AI tools responsibly for financial planning and decision-making.

“Crypto is a different animal,” he said in an interview. “When it comes to AI, you are investing for productivity and economic growth.” That difference means crypto rarely fits the framework his firm ...

The market conditions we face now are vastly different compared to those under which the AWP was conceived. Click here to ...