News & Insights

Do You Have Everything You Need to File?

This checklist can help you track documents you may need to complete your 2018 income tax return.

In a Persistent Pullback, Perspective Is Priceless

As a long-term investor, the key is not to ignore the risks, but to remain focused on your investment horizon.

Markets Under Pressure on Concerns over Federal Reserve Policy and Potential Government Shutdown

Stocks turned lower Dec. 19 and 20. Get our take on the Fed’s most recent interest rate hike and the potential impact of a government shutdown.

Market Pulls Back on Fading Optimism Over Trade and Growth

Near-term jitters could make for a bumpy ride as we close out 2018, but looking ahead, we don't expect them to outweigh the still-positive fundamental backdrop.

2018’s Peaks and Pullbacks

A pickup truck and an Italian sports car are both automobiles, but you wouldn’t judge their performance on the same attributes. The same goes for your investments.

Have You Taken Your Required Distribution for 2018?

Are you required to take a distribution from a retirement account this year? Missing this deadline could result in a tax bill plus a penalty.

Don’t Miss Your Chance to Fully Fund Your IRA

Fully funding your IRA for 2018 is a critical part of keeping your retirement savings strategy on track.

Pullback Erases Stock Market Gains for the Year

Disappointing news from some major retailers has added to concerns about technology growth rates and trade disruptions. In our view, this pullback isn’t a sign of problems to come, however.

Rising Interest Rate Guidance

Interest rates have been on the rise. What should investors do?

Mixed Earnings and Economic Data Spark Higher Volatility

Consider the opportunities created by short-term pullbacks during swings in the stock market.

You Can’t Predict – but You Can Prepare

No one knows what the future holds – but it’s not totally out of your control. You can help ensure your loved ones have the financial resources to live the life you want for them.

Help Stay on Track by Staying Invested

Are you tempted to take a vacation from investing? Missing just a few of the “best” days to invest can be costly.

How Secure Is Social Security?

Are you counting on Social Security when you retire? The program faces challenges – but there are ways to keep it on solid footing for years to come.

Are You Overdue for a Financial Review?

We’re more than halfway through 2018. If it’s been awhile since you met with your financial advisor, now would be a good time to schedule a review.

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