News & Insights

Steps to Stay on Track Toward Your Financial Goals

When it comes to your investing strategy, success usually comes over time, not overnight.

5 Reasons for Optimism

Don’t let headlines about political or economic uncertainty reduce your confidence in the future. Here are five reasons for optimism today.

Risk: How to Avoid Taking More Than You Need

Risk is a normal part of investing, but how can you decide what’s right for your situation?

Is a Recession on the Horizon?

Fortunately predictions don’t produce a recession. Here are the important indicators we’re watching.

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.

Mixed Earnings and Economic Data Spark Higher Volatility

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

What’s in a Number? A Look at Market Moves

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

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