Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing tax-advantaged savings, and aiming for one small, intentional tax bill.

Vibe coding, which involves beginners generating apps by constructing a basic AI prompt, is likely familiar to everyone. Microsoft is ...

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right ...

Copilot AI's Agent Mode in Word and for Excel is available to subscribers who sign up for Microsoft's Frontier program.