News & Insights

Are You in Control of Your Legacy?

Developing an estate strategy is not merely about wealth. It’s about putting you in control of your legacy, ensuring the items most important to you are cared for as you intend.

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Don't Let IPO Buzz Cloud Your Judgment

Before making an investment decision, it's important to research the company and determine if its stock would be a good fit for your investment strategy and portfolio.

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Long-term Investing: Four Lessons for Staying on Course

Whether you're a new or experienced investor, these four simple lessons can keep you on track during market uncertainty.

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Does Your Life Insurance Affect Your Life?

Marriage, children, retirement – your life can change over time. But is your life insurance keeping up with these changes?

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The Four USES of Cash

It’s important to have cash on hand – but do you know how much you really need? Our USES acronym can help.

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Sailing in Blustery Investment Winds

Are you prepared for ripples in the market? We expect markets to stay choppy – but don’t let bigger market moves push you off course.

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Do You Have Everything You Need to File?

This checklist can help you track documents you may need to complete your 2017 income tax return.

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How to Help Make Retirement Less Taxing

What will the tax rules be like when you’re ready to retire? Since you can’t predict, you’ll want to be prepared.

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Ways to Stay Tax-smart in 2018

What can you do now that can help during tax time next year? Here are five tips to consider.

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Cost Basis and Taxes: What You Need to Know

If you sold or redeemed an investment last year, you’ll want to know its cost basis for tax purposes.

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5 Tips to Help You Weather Tax Season

Time flies – especially when you’re facing a deadline. Here are five tips you can use this tax season.

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4 Things to Know About This Market Pullback

Recent economic news has improved, suggesting a rebound in growth as the impacts of harsh winter weather fade.

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How Long Will This Expansion Last?

Tax cuts, job growth, synchronized and improving global growth, and a patient Federal Reserve are all helping extend the positive outlook for the economy and markets.

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How Much Risk Is Right for You?

Risk is a normal part of investing – but it’s important to take the right amount of risk based on your goals.

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Social Security Benefits Have Increased – What Does This Mean for You?

The Social Security Administration has enacted a 2% cost-of-living adjustment for this year. How might this affect your retirement?

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Outlook 2018: Take Off Your Rose-colored Glasses

Stock markets soared around the world in 2017, and interest rates generally remained low. But investors need to set realistic expectations for this year and beyond.

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Why Your Returns Shouldn't Match the Market

Here’s why you should compare your investment performance to the return you need, not the return of an index.

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How to Get Your Investments in Shape

Many people see the new year as a chance to improve their physical fitness. But have you thought about your financial fitness?

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2018 Tax Reform: What You Need to Know

New laws are expected to go into effect after Congress passed tax reform. What does that mean for investors?

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Bitcoin and Cryptocurrency: Long-term Potential or Short-term Buzz

The meteoric rise in the price of bitcoin has dominated headlines recently. But the price of bitcoin and other cryptocurrencies has been extremely volatile due to significant uncertainties for these reasons.

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Have You Reviewed Your Accounts Lately?

The end of the year is quickly approaching – it’s a good time to schedule your annual review.

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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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Hook, Line and Sinker: A Look at Phishing Schemes

Can you spot an email phishing scheme? Here are some cyber-savvy tips.

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The Risk of Not Investing

Although investing poses risks, such as the risk of declines, not investing can also be a risk to your financial future. The key is finding balance.

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Driving Growth in a Maturing Communications Sector

The communications-services sector is experiencing the convergence of different types of services.

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Tax Diversification Strategies for Retirement

Changes in tax rules, much like the stock market, can be unpredictable. Tax diversification may help counter the tax environment and provide flexibility in retirement.

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Too Much of a Good Thing - The Impact of Stock Overconcentration

“Too much of a good thing” may actually be exposing your portfolio to greater risks.

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Your Investment Mix Matters

The best asset allocation is one that is designed to help you reach your financial goals.

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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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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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