News & Insights

Falling Interest Rates Prompt Continuing Volatility

Read our latest guidance on market volatility and investing for the long term.

4 Things Everyone Gets Wrong about Social Security

Here are some important tips to help you separate the myths from the facts when making final decisions about Social Security filing strategies.

How Does Accrued Interest Work?

Learn how you can calculate accrued interest on bonds and what this means for your portfolio.

Timing the Market Isn't Worth Your Time

Learn why staying invested and periodically adjusting your portfolio may be a better option.

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.

What Can We Expect From an Aging Bull Market?

This bull market in stocks is now more than 10 years old. Will it age gracefully from here, or are its days numbered?

Growth, Income or Both? Choose What's Right for You Right Now

Your long-term financial goals are unique, and your investments should reflect that. But should your portfolio’s focus change over time?

Are You Using Your Cash Wisely?

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

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.

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.

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.

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.

Stocks Cool as Trade Fears Reheat

Stocks fell sharply on Aug. 5 as U.S.-China trade concerns came back into the spotlight. While this was the worst day for stocks in 2019, we believe the bigger picture is still bright.

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