Jeffrey D. Woodward Chfc, CLU

10/08/2026

A government proposal would help fund managers sell alternative investments to a wider audience

10/08/2026

The latest shift in the program ties children’s wealth building directly to the fate of particular companies.

10/07/2026

Consider a charitable gift annuity to support a charity while receiving income during your.

10/07/2026

The dollar might be the most commonly understood asset in the world, in terms of its immediate value, but also one of the most complex assets to read in global financial markets.

10/07/2026

Whether you’re building wealth, knowledge, or friendships, find your wet snow, pick a long hill, and keep pushing.

10/06/2026

Medicare is federally sponsored health insurance for retired individuals, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare.

10/06/2026

For many retirees, the challenge isn’t saving enough—it’s feeling comfortable enough to spend what they’ve worked so hard to build.

10/05/2026

Learn how gratitude can reshape your financial habits by helping you spend intentionally, save consistently and focus on what matters most.

10/05/2026

Think bonds are boring, listen to this fascinating history of fixed income.

Financial Times Alphaville editor and author of A Fabulous Debt Robin Wigglesworth tells Bloomberg This Weekend that rising bond yields reflect resilient growth and higher inflation expectations, but could increasingly constrain US spending as debt-service costs climb.

10/05/2026

Wall Street saw an uptick in volatility last week, resulting in a mixed performance among the major market indexes, despite a Friday rally that reduced the week's losses. Investors weighed pressure from high Treasury yields and concerns about inflation against optimism that a weakening labor market....