Perspectives on wealth management, retirement planning, and the evolving landscape for clients and advisors.
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 Unlike a typical first marriage, second marriages often require special consideration in order to address…
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Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel…
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A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.
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In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over the helm of the world’s most influential central bank. Among other…
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When people talk about the American Dream and what it means to them, buying a house is often near the top of the list. However, the care and responsibilities of owning a home can sometimes be overlooked: You’re not only…
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Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed as well as growth stocks. But looking at a larger body of cumulative data,…
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The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2024, there over nearly 10,000 investing in a wide range of stocks, bonds, and other securities and instruments.1
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Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion in assets, annuities hold more funds than Roth IRAs.1 An…
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Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college savings plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12,…
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You may have heard of the Free Application for Federal Student Aid, or FAFSA, if you or someone you know has plans to attend a college, career school, or university. Every year, more than half of high school seniors…
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When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may…
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Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen…
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