Dahna Chandler

Artificial intelligence has moved quickly from a niche technology to a broad business force shaping how companies operate, invest and compete. As AI adoption expands across industries, many investors are asking whether and how AI-related investments might fit into their long-term portfolio. Here's how to know.

In wealth planning conversations, the terms personal wealth, family wealth and generational wealth are often used interchangeably. But they describe meaningfully different concepts, each with distinct implications for how wealth is built, managed and sustained over time.

As retirees face rising taxes and Medicare surcharges, mastering strategies like Roth conversions, bucket planning and annuities is more critical than ever to protect wealth — and make your retirement portfolio cover your lifespan.

Transferring wealth to heirs is about more than taxes. Without intentional design, family assets can be lost. A safe intergenerational wealth transfer strategy prevents that. Here's how.

Mid-career savers ages 40–55 with $100,000–$400,000 can start building a resilient withdrawal system now. A resilient plan will be able to adapt to markets, taxes and aging through retirement.

As inflation remains stubbornly above target and economic expansion loses momentum, concerns about stagflation have resurfaced. In fact, some experts believe the U.S. economy has already entered stagflation. Here's how it can affect your wealth.

Niche, "boring" businesses — such as laundromats, vending machines, or self-storage facilities — offer a compelling combination of tangible assets, predictable performance and accessible entry points. If you've never owned a business, this guide is for you.

As a business grows, financial decisions may become more complex. Additional revenue streams, new employees, and expanding operations may introduce new layers of reporting, planning, and oversight. Is it time for you to hire a a chief financial officer (CFO), controller, or financial analyst to help you navigate your growth?

As tariff rates fluctuate and trade relationships evolve, you may face new challenges in protecting and growing your assets. For investors and business owners, understanding how tariff policies affect personal wealth is essential — and not just for daily financial decisions.

The debate over whether U.S. companies are merely passing along tariff costs or exploiting them for extra profit has recently intensified. Here's help telling the difference.

Moving from $100,000-$200,000 in investable assets to $500,000 and beyond isn’t about luck. It’s about forging smart habits now that compound significantly over time. For high‑earning professionals, families nearing kids’ college graduations, or those with recent promotions, this leap is realistic and within reach. This guide can help you build momentum. But that starts with shifting your mindset – the most important place to start.

Investors face ongoing economic volatility, particularly related to government fiscal policies. So, it’s essential you adopt strategies that go beyond conventional advice to protect, preserve and restore your wealth. Here are six practical approaches that can help you navigate uncertainty, protect your assets and position your portfolio for long-term growth.

You’ve worked your whole life to build your nest egg. But that very success makes you a magnet for fraudsters. Scammers regularly target older adults (those 60 and older), especially those whose net worth tops $500,000. The reason is simple: They see you as a prime money-making opportunity. Here's how to prevent being defrauded when you're 60+.

Affluent investors are not immune to fraud. In fact, their wealth and appetite for high-return opportunities often make them prime targets for investment scams. Here's how to protect yourself.

You've finally decided to turn your charming but outdated beach house into the luxury retreat you envisioned. Or maybe you're ready to move forward with that long-awaited gourmet upgrade of the kitchen in your primary residence. But you want it to be effortless. Here's how a Synovus renovation loan can help. (This is a marketing piece.)