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 ...

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 ...

If you’re planning to pass wealth down to your children or grandchildren, don’t wait until it’s time to draft the will. Financial literacy, budgeting skills and a healthy mindset around money are ...

Over the course of their formal education, children will learn a range of skills intended to prepare them for adult life. But is a general education enough to equip them for the financial realities ...

The Oscars is arguably the biggest night in film, one of the most celebrated awards shows in the world. As Hollywood honored the best in cinema, it made me think about how movies can do more than ...

There’s a lot that financial advisors can learn from “Ozark,” a crime drama recently released by Netflix. Marty Byrde is a Chicago-based financial manager working in a two-person advisory. Every ...

Explore how classic TV characters like Gilligan and MacGyver offer insights into real-life financial habits and ...

The children of the main character of HBO's "Succession," Logan Roy, stood together at his funeral in a recent episode. If there were ever any doubts about whether the wealth management industry is ...

Your kid can probably name every character in their favorite show and recite the lyrics to dozens of songs. But ask them how credit cards work or what a budget does, and you’ll likely get a blank ...