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Family & Lifestyle The language used in important documents may need to shift to reflect recent technology and family dynamics. With the advent of new technologies, potential surprises at estate settling time are becoming more common. At-home DNA testing has opened new avenues of family dynamics, uncovered hidden ties and even solved family mysteries. In […]

Technology & Innovation   Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions. The uses for artificial intelligence (AI) are seemingly endless. AI can anticipate the next song we’d like to hear, break down advanced concepts into easy-to-understand terms and help companies operate more efficiently with automated processes. But […]

Retirement & Longevity   The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the working world, it may be even more important to find purpose during this distinct stage of life. With today’s longer retirements, modern retirees have the time and health to pursue […]

Markets & Investing   Explore how these two investment types compare. Whether you’re building your portfolio, trying to diversify or considering new investments, understanding the difference between active and passive funds is extremely helpful. Both mutual funds and exchange-traded funds (ETFs) can be either active or passive. The basics Active and passive funds are fundamentally […]