Market News & Guidance

Week in Review

Each week we provide a summary of market highlights and the latest economic news.

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Income Tax Checklist

Helping you track documents needed for filing your tax return.

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Daily Market Recap

We're following the market and industry news to provide information relevant to your investments. (Updated daily after market close.)

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Market Watch

Market Indexes

Current Market Indexes information

Quotes are delayed at least 15 minutes. Market data provided by Thomson Reuters.

NYSE Most Active

Table of stocks and symbols that have most active on the New York Stock Exchange.
Index Current Net Change % Change

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Fixed Income

Table of Fixed Income information
rates

Economic Indicators

Table of Economic Indicators information
rates

Do I Have Everything I Need to File?

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

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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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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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4 Signs You're on the Right Investment Road

Are you looking for signs that you’re headed in the right direction on your investing journey? Here are some that can help.

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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

Any time you go through periods of market fluctuations, it’s important to remember why you’re investing – to reach your financial goals.

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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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Driving Growth in a Maturing Communications Sector

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

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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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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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    Quarterly Market Outlook - 1st Quarter - 2018

    Our perspective on important market and economic topics to help you make decisions affecting your long-term financial strategy.

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