News & Insights

Does Your Portfolio Need a Passport?

Political risks are rising around the world – but savvy investors can benefit by looking beyond the worries and adding international equities as appropriate.

The 3 R's of Investing: Review, Review, Review

The one constant you can expect in life is change – but is your financial strategy keeping up? You can find out with a financial review.

Rule #9: Focus on What You Can Control

Rule No. 9 from our "Rules of the Road" may seem obvious, but it's a good reminder for any investor.

How Do Long-term Investors Fare?

Do you find it difficult to “buy and hold” during market volatility? It’s a simple strategy – but not always easy.

The World Is Changing - Is Your Portfolio Prepared?

Hockey legend Wayne Gretzky noted that great players skate where the puck is going to be. But in hockey, like in investing, the puck doesn’t always go where you expect.

4 Questions About the Fed and Interest Rates

The Federal Reserve has been raising short-term interest rates. What does this mean for you as an investor?

Tips to Help You Spend Your Summer Wisely

While it may be tempting to “leave it all behind” this summer, don’t forget about your long-term financial goals.

White House Policy Uncertainty Starts to Worry Investors

Investment Strategist Kate Warne discusses recent events in Washington and the markets’ reaction.

Does the Bull Market Have Room to Run?

The current bull market in stocks started more than eight years ago – but bull markets don’t usually die of old age. Find out our take on this bull’s run and what you can do to prepare for more volatility ahead

Make May 29 Your Day to Save for College

What are you doing on May 29? Why not make a date to save for education?

How We Work Together: It’s All About You

When it comes to investing, what do you value? We want to know what’s most important to you.

How Confident Are You When It Comes to Investing?

Do you find it easier to pay for the “here and now” than to save for the “someday”? Don’t let a confidence gap get in the way of your investment success.

100 Dow Points Aren't What They Used to Be

Is a 100-point shift in the Dow Jones Industrial Average a big deal? Let’s crunch the numbers.

What Goes into a Quality Investment?

Of all the factors to consider when investing, quality is one of the most important – but it’s also one of the most overlooked.

Finance 101: Staying Smart with Your Money

If you are just starting out in your career or have a child or grandchild who is, here are some money management tips to consider.

Cut Through the Clutter: Investment News You Can Use

Are you feeling inundated with news these days? The noise around the economy and markets may be rising, but here are three headlines you won't want to miss.

Are You Prepared for What Spring May Bring?

With spring comes the potential for severe weather. What can you do to be prepared?

5 Actions to Help You Improve Your Financial Habits

Improve your financial habits with these 5 actions. After all, good financial habits are vital to achieving your financial goals. A financial advisor can help.

Sending Your Portfolio Back to School

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

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.

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.

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.

Your Bond Mix Matters: A Look at Asset Classes

Bond assets classes can help investors provide diversification, stability and income to your investment portfolio. Learn more about US investment-grade, international and high-yield bonds may fit into the mix.

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.

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.

8 Cyber Mistakes to Avoid

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

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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