News & Insights

The Long-term Security of Social Security

Social Security can stay healthy for years to come – but changes will most likely be necessary to keep it that way.

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If You’re Retired,Your Reliance Rate Matters

The more you rely on your portfolio for retirement income, the greater the impact market declines could have on your strategy.

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Staying the Course: Five Ways to Prepare Today

Stocks sprinted to new highs in 2017 – but the calm environment may not continue. What can you do today to prepare for the possibility of lower returns?

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Do You Think Stocks Are Too Expensive?

U.S. stocks have set all-time records this year, with lower market volatility – but pullback predictions have increased.

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Making Sense of Financial Terms

Every industry has its fair share of jargon – but when it comes to your money, you want to be sure you and your financial advisor are speaking the same language. Matt Collins of Equity Research explains some common abbreviations in the financial world.

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Rule #6: Have Realistic Expectations

You can compare your return to a market index such as the S&P 500, an index is not built with your goals or risk tolerance in mind. Expectations should be based on your asset allocation.

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Avoiding Emotional Investing Mistakes

To avoid emotional investing mistakes, it's important to take a timeout and work with your financial advisor to review your goals when you feel your emotions beginning to get the best of you.

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Answering Your Questions About Today’s Job Market

The economy has added more than 16 million jobs since 2009 – but the sluggish and lengthy recovery has some investors questioning its merits.

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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.

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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.

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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.

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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.

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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.

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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?

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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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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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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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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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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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5 Steps to Stay on Track Toward Your Goals

Staying on track toward your financial goals comes over time. We find these 5 questions can help investors determine if they're on the right track.

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