Retirement account limits for 2026 are higher across the board: from 401(k)s and IRAs to small‑business plans. This article walks through the new numbers, catch‑up provisions and income phase‑outs so you can adapt your savings strategy.

After a rocky start to the year, markets rebounded in Q3 2025 with broad equity strength and signs of a new bull cycle emerging. Discover what’s driving momentum and which sectors are leading the charge.

The ability to reduce taxable income with pre-tax catch-ups is ending for some. Understand the shift coming in 2026 and what it means for your future savings.

What do a mathematician, a value investor, and a trend follower have in common? Learn how Simons, Buffett, and Livermore approached investing, and what their strategies can teach us today.

When markets turn volatile, it’s natural to look for answers. Is now the time to move to cash? Should I double down on stocks? Predictions can feel reassuring, but history has shown that even experts rarely get them right consistently.

Imagine building wealth for decades and never owing taxes on the growth. That’s the unique advantage of a Roth IRA, one of the most powerful tools for retirement planning. While most people naturally focus on how much they’re saving, it’s just as important to consider where those savings go.

In the world of corporate retirement plans, a significant shift is underway. For decades, the investment options available to participants in defined contribution plans such as 401(k)s have largely been confined to publicly traded securities like mutual funds, ETFs, stocks, and bonds.

Retirement planning comes with plenty of options, but few financial products generate as much buzz, or confusion, as annuities.

Behind many billion-dollar success stories is a private equity firm that got there first—quietly, strategically, and well before the headlines. Private equity isn’t about chasing quick wins.

After a volatile start to the year, U.S. equity markets delivered a surprisingly strong second quarter, shaking off early concerns over trade tensions and signaling a potential shift toward the next leg up of a longer-term bull market.

Strong performance isn’t always obvious at first glance. But with the right lens, you can see where trends are quietly taking shape. Relative strength helps investors do just that—by comparing performance across assets to uncover consistent momentum.

At Emerald Asset Management, we have long believed in the power of U.S. equities as the core engine of portfolio growth. Few markets in the world can match the resilience, innovation, and wealth-building capacity of American businesses. That conviction has not changed.

When Moody’s downgraded its rating on U.S. Treasuries from AAA to AA1 on a Friday night in May, I expected my phone to be ringing first thing Monday with concerned clients - and for the markets to show it.

Many people assume their financial advisor is required to act in their best interest. But surprisingly, that is not always the case. Unless your advisor is a fiduciary—

The first quarter of 2025 presented a complex narrative for financial markets, characterized by significant volatility and varied performances across asset classes.

Ever feel like your instincts are pulling you in the wrong direction when it comes to money? You're not alone. Even the most seasoned investors can fall prey to emotional decision-making.

Tired of meager returns in a low-interest rate environment? Investing in dividend stocks could be a compelling strategy to earn passive income and capitalize on long-term market growth.

Digital tools put nearly everything at our fingertips, from automated bill payments to infinite entertainment. We can access information, manage finances, and discover funny or inspirational content at any moment —

At Emerald Asset Management, our primary focus is managing stock portfolios for our clients.  Our flagship strategy, called the Global Rising Dividend Strategy, is designed to generate returns through capital appreciation and dividend income.

Inheriting an Individual Retirement Account (IRA) presents both financial opportunities and responsibilities. Knowing the rules for Required Minimum Distributions (RMDs) is crucial to maximize your inheritance and avoid penalties.