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There are some main areas where many Americans may feel the impact of rising interest rates.

Traditional asset allocations such as the 60/40 portfolio are becoming obsolete. To stay ahead, investors must think outside the box.

Avoiding these eight common estate planning mistakes can help make life easier for those who survive you.

Establishing an estate plan specific to your individual circumstances will help streamline the settlement of your estate and ensure that your intentions come to fruition after your passing.

Many investors wait until a pullback or a market correction to revisit their investment strategies. Read this article to see if your investment strategy is on track.

Putting all of your eggs in one basket when interest rates go up could cost you a substantial loss. Consider these 4 options when reviewing your portfolio.

The Uniform Prudent Investor Act (UPIA) require that investments have moderate to low correlations. Are you financially literate to manage your portfolio?

The 4 Percent Rule is a rule of thumb that does not consider your financial situation, needs, and goals. Read our retirement income planning tips here.

Your retirement journey requires careful planning, budgeting, and review to ensure that you can realize your dreams. Learn about the 4 stages of retirement.

Despite IRA contribution limits, a Backdoor Roth IRA is a tax-smart strategy for high-income earners who cannot contribute to a Roth IRA. Read more here.

Advisor Eric Oh explores the benefits and drawbacks of Roth IRA conversion from a Traditional IRA.

Past investment performance should not indicate future performance. Discover how rebalancing your portfolio can lower your investment risks.