News & Insights

Do You Know How Your Investments Will Be Taxed?

Changes in tax rules can be unpredictable. How can you anticipate your tax bill in retirement?

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Our Technology Can Help Make Tax Time Easier

We know that tax time can be complicated. Check out these valuable services to help make filing your federal income taxes a little easier.

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Do I Have Everything I Need to File?

This checklist can help you track documents you may need to complete your 2016 income tax return.

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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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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.

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Dow Closes Above 20,000 for the First Time

The Dow has reached another milestone. While this is good news, it isn't a ceiling or a floor – Kate Warne explains why.

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Resolve to Make the Most of Your Finances This Year

Make this the year to get your financial house in order.

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How Am I Doing? A Look at Portfolio Performance

Reviewing your investment performance is important – but how do you know what return you should be achieving?

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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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Sending Your Portfolio Back to School

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

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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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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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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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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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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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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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8 Cyber Mistakes to Avoid

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

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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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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.

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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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