“Capital preservation” is a phrase you often hear in retirement conversations, especially among investors age 65 and older. But what does it mean in practice, day to day, in the markets of 2026? From a financial advisor’s standpoint, capital preservation is a mix of tools and behaviors designed to help keep your nest egg intact while allowing it to support your lifestyle for many years. Continue reading...

It is hard to go a day without hearing about artificial intelligence. From AI-powered trading strategies to robo-advisors and automated financial planning tools, many companies now describe themselves as “AI companies.” The promise is clear: faster insights, lower costs, and data-driven decisions at scale. But as AI becomes more common in financial services, investors face an important question: where do humans still fit? The answer is simple, and more important than ever. Hu