Whether it’s with your finances or your life, sometimes the unexpected occurs and you have to adapt. Melissa Sotudeh shares the financial lessons learned from a marathon challenge.

Dan Trumbower explains the difference between saving and investing--and why you should not invest savings that you may need in the short term.

Ted Halpern explains how two clients with different approaches toward debt can both be right--and how to think about mortgage debt going into retirement.

In our current environment, value stocks are doing well--but Senior Wealth Advisor Dan Trumbower explains why changing your long term strategy is not wise.

Melissa Sotudeh shares how parents can take on some of the Financial Independence/Retire Early principles in a less extreme way.

In Q3, the markets surpassed many challenges, but equities ended positive and bonds provided equity-like returns. Find out more in this commentary from Ted Halpern and Kirsty Peev.