Blog by Gaëtan Policard

Are interest rates finally coming down? Is the stock market rally built to last? And what does a slowing job market mean for your savings plan? We answer all of it in our May 2026 financial update, no jargon, no fluff, just what you need to know.

$500k sounds like a lot — but is it enough to retire? Learn how long it may last and what factors matter most in today’s economy.

Learn how to review or change your Medicare Advantage or Part D plan, avoid costly mistakes, and ensure your 2025 coverage fits your health and financial needs.

Learn how legacy planning protects family wealth, preserves values, and ensures a secure future with wills, trusts, and succession strategies.

The financial landscape is shifting fast. New tariffs are rattling markets, a key consumer watchdog just changed hands, and one of the world's largest investment firms just slashed fees on 87 funds. Here's a plain-English breakdown of what's going on and what to do about it.