At my company’s annual conference, aimed at educating and empowering the Latino community in finance and investing, we were honored to host Robert Kennedy Jr., a distinguished environmental activist ...

Initially a harvest festival, the celebration of Thanksgiving offers more than just a chance to gather with family and share a meal —it is an encouragement to look at your finances through gratitude, ...

Financial literacy refers to the understanding and capability to make informed and efficient decisions about personal financial resources. It encompasses the knowledge of how money works in the world: ...

When it comes to managing finances, the rich and famous often have a track record that can provide valuable insights. Whether it's investing wisely, managing expenses, or understanding the value of ...

In a field where large firm rollups and quick exits have become the norm, Lee Financial has taken a different path. This year the Dallas-based firm celebrates its 50th anniversary, a rare milestone in ...

After President Donald Trump announced his "Liberation Day" reciprocal tariffs late Wednesday, the stock market took a massive nosedive, with the market turmoil continuing this week. For advisors who ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...