News & Insights

Risk and Return: What Makes Sense for You?

Risk and return generally go hand in hand – but there’s more to investing than just the risk of declines.

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How Fixed Income Can Help Your Portfolio

Identifying and maintaining the right mix of stocks and bonds is one of the most important investment decisions you can make.

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Are You Looking for a Better Way to Do Good?

Are you feeling charitable this holiday season? If so, check out these ideas for giving back.

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Election Changes Ahead - But Don't Change Your Strategy

Americans have voted for change, electing Donald Trump and Republican majorities in the House and Senate. What does this mean for your portfolio?

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Saving for Retirement: The Sooner the Better

Good things don't always come to those who wait. With retirement, you might find that the later you start saving, the more you'll need to save.

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The Risk of Not Investing

Are you thinking it's too risky to invest right now? Instead, consider the risk you may be taking if you don't invest.

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Giving Back to the Grandkids

As your grandchildren honor you this Grandparents Day, you can return the favor by investing in their future.

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Covered for Life: A Closer Look at Insurance

Many agree that life insurance is important, but how much and what type do you need?

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What's on TV? Almost Anything You Want

People aren't just "watching TV" anymore - the multimedia entertainment market has undergone a staggering evolution.

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Sending Your Portfolio Back to School

Review the 3 R's for your investment portfolio: Review, Rebalance, Refresh.

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Give Your Bonds Some Credit

Are you looking for reliable income from bonds? Remember that the current interest rate isn’t everything – credit quality is also important.

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What's Your Move When Markets Pause?

When returns are low, do you feel like giving up on investing? Before you do, just wait – past market pauses have let stocks catch their breath and were generally followed by years of better returns.

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Many Choices - but Our Focus Is on You

It’s your money – you should work with someone who understands this. That’s why we offer choices when it comes to how you work with your financial advisor.

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Paying for College: What's New with Federal Financial Aid?

Are you filling out the Free Application for Federal Student Aid (FAFSA) for your college student? If so, check out these important schedule changes taking place this year.

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Investing in a Politically Uncertain World

Brexit, Clinton and Trump are today's trending topics. How do they affect your portfolio?

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Building Your Retirement Paycheck? Consider Using a Ladder

When your regular paychecks stop, you’ll need a strategy to help generate retirement income. One way to accomplish this is a CD ladder.

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Does the Government's Debt Matter?

Are you concerned about the size of the government’s debt and how it might affect you? Here are some tips for keeping the debt in perspective.

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Keeping Score: A Look at Credit Ratings

How important is your credit score? If you want to borrow money, it can mean the difference between an affordable option and no option at all.

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Jobs, Economy, Interest Rates: What's the Outlook?

Jobs, economy, interest rates: What's the outlook?

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Keep Saving Simple with Systematic Investing

Use the "Keep It Simple" principle to automate contributions to your investments.

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The Wide World of Investing

Global investing can feel like heading into unexplored territory. Here are some of the risks and opportunities associated with international investing.

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Sharing Your Strategy: The Family Meeting

Financial and estate conversations with family can lead to adult children and parents being more comfortable with financial decision making.

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8 Cyber Mistakes to Avoid

Celebrate National Cyber Security Awareness Month by taking our quiz about cyber scams.

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Required to Take a Distribution? Now What?

Required minimum distributions or RMDs are required distributions for retirement accounts. Here are three RMD withdrawal options retirees can consider.

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Slow Down, Simplify and Stick to Your Strategy

In today's constantly changing world filled with uncertainty and the impact of the November elections, you can take some actions today that can help you stay on track toward your financial goals.

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How Retailers Are Changing the Way You Shop

Technology and consumer trends are changing the retail landscape this holiday season. Here's what the retail sector means for today's investor.

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The Ups and Downs of Interest Rates

Making sense of negative interest rates, low rates and even preparing should the Fed increase short-term interest rates. Read what this all means to investors.

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    Learn how we work toward achieving your financial goals in a way that fits your current needs.

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