Investors head into 2026 remarkably optimistic
- The Economist
Few expect a crash in the year to come.
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A Roadmap for Your Family
- Broadridge Content
A letter of instruction can be just as important as a will in helping your loved ones settle your estate and move forward with their lives.
Year in a word: AI bubble
- Financial Times
The only way to spot a true bubble is when it bursts — that could be years away. It does, however, mean investors need to be on guard.
7 Numbers Shaping the Retirement Landscape in 2026
- The New York Times
As the new year begins, savings have hit unprecedented levels, but rising health care costs and growing poverty make retirement unaffordable for many. Here are seven stats that provide insights into some of the key trends shaping retirement in 2026.
Skip a New Year’s Resolution and Make Jan. 2 ‘Defaults Day’ Instead
- Bloomberg
Instead of chasing resolutions, try changing the invisible defaults — from recurring payments to tech settings — that run daily life.
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