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Wealth Management Blog

All your financial planning and investment management tips, market news, and advice in one place.

Tuesday, May 5, 2026

Setting retirement goals isn’t just about picking a number — it’s about understanding your timeline, lifestyle priorities, and income strategy. Learn more.

Wednesday, April 22, 2026

Learn how to build and manage an emergency fund that protects your finances from unexpected expenses and supports your long-term financial goals.

Thursday, March 26, 2026

Smart investing starts with tax efficiency — find out how to manage your returns and build long-term wealth.

Friday, March 6, 2026

The recent escalation in Iran has disrupted global energy markets, but history shows markets often recover quickly once conditions stabilize. Just remain patient and be diversified. It may create long-term investment opportunities.

Thursday, February 26, 2026

Saving for college is one of your meaningful financial goals, and it’s completely normal to feel unsure about where to start. With tuition costs rising, choosing the right savings strategy early on can make a big difference. Learn more.

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Wednesday, February 18, 2026

Market volatility can be unsettling, but it is also a natural and necessary part of investing. The key is to stay disciplined and focus on long-term goals. If you have concerns about your portfolio, let's review your strategy together.

Tuesday, February 10, 2026

In the February Client Letter, LPL examines how Fed Chair news, productivity gains, and strong earnings support market stability as investors face volatility. Read our monthly client letter on the markets and the economy.

Wednesday, February 4, 2026

Managing risk and achieving consistent returns are likely at the top of any investor’s financial goals. One of the most effective ways to achieve these objectives is through portfolio diversification. Explore what it means and why it matter

Tuesday, January 13, 2026

LPL Research reflects on 2025’s strong returns, key takeaways, and shares a forward-looking view for 2026 to help investors prepare. Read our monthly client letter on the markets and the economy.

Tuesday, January 6, 2026

LPL Research’s 2026 Outlook: The Policy Engine delivers market insights on what we may expect from the economy, stocks, bonds, and more through 2026. Get 2026 Outlook Insights.

Friday, January 2, 2026

Market swings can be stressful. Discover how to deal with market volatility, avoid emotional decisions, and keep your portfolio on track.

Monday, December 22, 2025

As the year draws to a close, now is an ideal time to step back and evaluate your investment portfolio. A year-end portfolio review is about confirming that your portfolio remain aligned with your investment goals and strategy for 2026.

Tuesday, December 9, 2025

Retirees often see volatility as a threat to hard-earned nest eggs, but with careful tax planning, it can also be an opportunity. Explore how tax loss harvesting strategy can help manage your taxes.

Wednesday, December 3, 2025

1035 exchanges provide a valuable tool for individuals looking to update or change their financial strategies without unnecessary tax burdens. Here, we'll delve into the intricacies of 1035 exchanges and how they can benefit you.

Tuesday, November 25, 2025

For many retirees, smart tax planning strategies can reduce taxable income when drawing income from a mix of taxable, tax-deferred, and tax-free accounts. Proactive planning will help you keep more of what is yours. Read to learn more.

Thursday, October 16, 2025

Financial planning isn't only about growing wealth. It's about setting goals for your future and taking steps to achieve those goals. A sound financial plan can help turn dreams into reality. Review this simple guide to financial planning.

Thursday, September 25, 2025

An emergency fund is not just a defensive measure, it is the foundation upon which all other wealth strategies can safely be built. Your cash flow and emergency planning are the cornerstone of financial planning.

Tuesday, August 12, 2025

The passage of the One Big Beautiful Bill Act made key provisions of the 2017 Tax Cuts and Jobs Act set to expire. This brings new uncertainly into the planning picture. Enjoy current tax advantages, but prepare how the tax is changing.

Thursday, July 17, 2025

Goal-based financial planning offers a more personalized financial roadmap and turns abstract aspirations into measurable objectives. Summer is a great time to revisit your financial goals and make sure your plans are working for you.

Thursday, July 10, 2025

LPL Research's 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations delivers market insights on what we can expect from the economy, stocks, bonds, and more through year end. Get Midyear Outlook insights.

Monday, June 30, 2025

From trade tensions to military conflicts, these geopolitical events introduce real volatility to global capital markets. It's important to construct a portfolio that is prepared to absorb and potentially benefit from unforeseen shocks.

Tuesday, May 13, 2025

Our Monthly Client letter on the markets is now available! It highlights the stock market's resilience, emphasizing downturns often create opportunities for disciplined, long-term investors. Read the latest updates and expert insights.

Friday, May 9, 2025

Market downturns often present prime opportunities for tax-loss harvesting. By methodically employing tax-loss harvesting, investors can enhance after-tax returns and achieve greater financial efficiency. Read to learn more.

Thursday, May 8, 2025

If you're nearing retirement age, deciding when to take Social Security is very important financial decisions. Here are 5 reasons why starting Social Security as soon as you're eligible at 62 might actually be the smarter move.

Wednesday, April 9, 2025

Are your retirement goals remain on track? Regularly reviewing and adjusting your plan can enhance confidence in your financial future.

Friday, March 28, 2025

As retirement nears, investors must shift from wealth accumulation to wealth preservation. Market volatility poses risks, making it essential to implement strategies that protect portfolios while maintaining long-term growth potential.

Thursday, March 20, 2025

Taxes can significantly affect your retirement income. Proper tax planning enhances your financial security throughout retirement. Find out how different income sources are taxed and consider tax-efficient withdrawal strategies.

Thursday, March 6, 2025

Features of the Roth IRA may help serve multiple needs in your financial planning toolbox for more than just retirement. Explore to learn more about Roth IRA benefits.

Wednesday, February 26, 2025

Warren Buffett’s annual shareholder letters have long served as a beacon for investors around the globe. Here we explore five key nuggets from Buffett's recent 2024 letter and discuss what every investor can learn from his approach.

Thursday, February 13, 2025

Once retirees reach age 73, they must start taking RMDs from tax-deferred accounts. Failure to comply can result in hefty penalties. Here are tips to minimize tax burdens in order to maximize your retirement wealth.

Friday, February 7, 2025

The new month brings two major market-moving stories to digest. LPL Research discusses America's lead in the AI race and the potential economic impact of President Trump's impending tariffs. Read our client letter to learn more.

Wednesday, February 5, 2025

When investing, particularly for long-term goals, there are two concepts — diversification and asset allocation. Why are these concepts so important? Find out how this can help you put together a portfolio that targets your specific needs.

Friday, January 31, 2025

LPL Research’s Outlook 2025: Pragmatic Optimism delivers market insights on what we can expect from the economy, stocks, bonds, and more. Get Outlook Insights.

Thursday, January 30, 2025

The start of a new year is the perfect time to revisit your financial goals and refine your strategies. Take action now and make this year a turning point in your financial journey. Here are five key strategies to consider with reasons.

Thursday, January 23, 2025

Stocks had another very strong year in 2024. In fact, 2024 marked the first time the S&P 500 has enjoyed a +20% gain in back-to-back years since 1997–98. Last year didn’t start out so optimistically though. The list of worries among...

Wednesday, November 20, 2024

If you're choosing a beneficiary for your retirement benefits, be sure you understand the income tax and estate tax implications. Your choice of beneficiary can potentially affect distribution requirements and options.

Tuesday, September 17, 2024

Life insurance is a critical component of a comprehensive financial plan. As your circumstances and needs change, periodic review is needed to help you protect your family’s financial future. Is it time for an insurance policy review?

Wednesday, September 11, 2024

As you return to regular routines after summer vacations, it's the perfect time for a financial review. There are key questions to ask to strengthen your financial planning before year-end.

Friday, August 30, 2024

As students prepare to return to the school, parents face the rising costs of education. Let's explore the factors contributing to these rising costs and how families can strategically plan for the future, particularly by using 529 plans.

Thursday, August 8, 2024

On August 5th, global stock markets experienced a significant sell-off, leading to widespread panic among investors. Here are five things you should do before selling your stocks in the face of market turbulence.

Monday, July 29, 2024

I'm excited to share LPL Research's 2024 Midyear Outlook. From stocks and the economy to geopolitics, the election and more, it delivers perspective on what could be in store for the rest of 2024. Read more our 2024 Midyear Outlook.

Wednesday, July 3, 2024

As we reach the halfway mark of the year, it's a prime opportunity to review your investment portfolio. This mid-year check-in is not just a routine task, but a strategic necessity to align with your financial goals.

Tuesday, June 18, 2024

As the DOL moves closer to finalizing the Fiduciary Rule, sophisticated investors must stay informed and proactive to thrive in a changing regulatory environment. Learn more about the implications of this impending rule.

Tuesday, May 28, 2024

Saving for college is a vital financial goal for many families, considering the rising costs of higher education. One effective tool is a 529 plan. It offers several benefits to support your child's college education. Explore your options.

Wednesday, May 8, 2024

Whether it's a downturn in the stock market, fluctuating interest rates, or broader economic uncertainty, certain wealth planning strategies can help you navigate these turbulent periods. Here are five tactics to consider:

Wednesday, May 1, 2024

The Kentucky Derby is not merely a sporting event - it's a masterclass in strategy, patience, risk management, and resilience. These principles are equally applicable in the realm of financial planning. Let's delve into why the Kentucky ...

Wednesday, April 10, 2024

Social Security is an important source of retirement income. This overview of Social Security benefits, and who qualifies, may help you better understand how these benefits fit into your financial future as you approach retirement.

Wednesday, March 27, 2024

Deferred Compensation is a strategic approach to retirement planning for today's executives. Let's explores the benefits of Deferred Compensation as a source of retirement income and how financial advisor can play a pivotal role in guiding.

Wednesday, March 13, 2024

Your IRA accounts offer potential tax advantaged benefits to save for your future retirement income. Now 2023 is behind us, but you still have time to make your 2023 IRA contributions by the April 15th due date of the tax return.

Wednesday, February 14, 2024

Investing in your partner's financial well-being will pay long-term dividends. Here are five thoughtful financial planning gifts to give to your Valentine this year. Happy Valentine's Day!

Wednesday, February 7, 2024

Punxsutawney Phil did not see his shadow in 2024. Spring might be early this year, so let's talk about how you can start spring-cleaning your investments today. Here are some guidelines for your 2024-investment-spring-cleanning.

Tuesday, January 30, 2024

A key part of financial wellness is the ability to manage competing financial goals while optimizing your saving and investment opportunities. Explore these tips how can help you prioritize to get the most bang for your saving bucks.

Wednesday, January 17, 2024

As 2024 kicks off, business owners and individuals face significant changes in retirement planning due to the SECURE 2.0 Act. Here are a few highlights you should be aware of to make use of in 2024.

Tuesday, January 9, 2024

Achieving financial wellness isn’t exactly on the top of everyone’s “to-do” list. With a new year upon us, however, it’s a good time to consider implementing better habits to progress toward your financial goals. Start now with these tips.

Thursday, January 4, 2024

The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time. LPL Research looks back on what we learned in 2023 and important lessons for investors to take into 2024. Read to..

Thursday, December 28, 2023

Have you ever received financial advice that didn't fit your personal goals? Most financial situations are unique and require personalized advice. Your financial planning needs are not a one-size-fits-all planning strategy. Read more to...

Wednesday, December 20, 2023

In this article, we will explore the implications of the Fed's recent announcements and discuss potential investment opportunities for savvy investors.

Wednesday, December 13, 2023

Recently, the LPL Research published the 2024 Outlook: A Turning Point. This report delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2024. Read the full report for detailed analysis.

Tuesday, December 5, 2023

A personal financial plan offers a roadmap to navigate the intricacies of money management. It fosters a sense of security and empowerment in our lives. Here are five compelling reasons to be grateful for your financial plan.

Friday, November 10, 2023

With earnings season winding down, we look at results thus far and highlight how the 'Magnificent 7' has driven earnings and performance this year. this group have generally been positive and optimism around these stocks. Read this blog ...

Wednesday, November 8, 2023

Whether you're selling stocks, a piece of real estate, understanding capital gains taxes can help you make smarter decisions and keep more money in your pocket. Explore strategies to minimize capital gains taxes.

Wednesday, November 1, 2023

By leveraging tax efficient investing strategies, you can reduce your taxable income and redirect money to your other financial goals. As we approach the end of the year, consider this list of tax planning strategies.

Wednesday, October 25, 2023

Our Monthly Client Letter discusses why there are plenty of reasons to be cautiously optimistic going into October. Underscoring these reasons for staying invested is how difficult it is to time the market, despite some of the risks at hand

Wednesday, September 27, 2023

Separately Managed Accounts are a flexible and highly customizable investment option to tailor your portfolio. Here is a brief explanation of what an SMAs is, how it differs from mutual funds, and which types of investors may benefits.

Tuesday, September 12, 2023

September is Life Insurance Awareness Month and the perfect time to think about your insurance policy. Have you ever wondered how much life insurance is "enough"? You might consider a needs analysis in order to truly meet your objectives.

Thursday, August 17, 2023

Last week’s release of the Consumer Price Index (CPI) was the second month in a row that showed inflationary pressures were falling at a faster pace than economists’ estimates, which is undoubtedly good news. Additionally,...

Thursday, August 3, 2023

In the face of high job turnover, employees must consider the long-term implications of their actions on their retirement savings. A 401(K) rollover is an invaluable tool for maintaining retirement income. Explore more how to rollover.

Thursday, July 20, 2023

Held every July, the Tour de France is a great illustration about financial planning. Here is how a professional cyclist prepares for the Tour de France and how a financial advisor prepares a comprehensive financial plan.

Wednesday, July 12, 2023

Recently, the LPL Research team published the 2023 Midyear Outlook: The Path Toward Stability. A six-month check-in on where the markets have been and where they seem to be headed, the report is a great guide to help steer personal...

Wednesday, June 28, 2023

Investing can be of the best ways to help achieve your financial goals. Looking to begin an investing journey? We offer tips to help guide your strategy.

Friday, June 16, 2023

By faithfully tracking your progress with periodic reviews you will be in a better position to realize the future and the retirement of your dreams. Why not spend a few hours reviewing your finances? Here are some important items to cover.

Tuesday, May 30, 2023

Whether the goal is saving for a house, college, retirement or a legacy, making a long-term plan - and sticking to it - are important parts of an investment strategy. Here's your investment strategy option.

Thursday, May 25, 2023

Higher education costs continue to soar causing many parents to wonder whether they have enough money to pay for their child's college education. Discover the benefits of a 529 College Savings Plans.

Wednesday, May 17, 2023

International investments can offer a range of benefits to investors, but plenty of risk too. Here are five significant reasons why investors should consider international investments to their long-term asset allocation mix.

Tuesday, May 2, 2023

There are several reasons why it's important to spring-clean your financial plan. Find out how your financial advisor can help you evaluate your current financial plan and identify areas for improvement.

Friday, March 24, 2023

Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year. Here are 7 things you...

Tuesday, March 21, 2023

A Health Savings Account (HSA) is a type of savings account designed to help individuals and families save money on their health expenses and reduce their future tax bill. To be eligible for an HSA, you must be enrolled in a...

Wednesday, January 25, 2023

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments before and after making them....

Wednesday, January 18, 2023

Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to pursue financial wellness, it is essential to understand and manage the five key elements of personal finance:...

Wednesday, January 4, 2023

For many people, the month of December and the New Year are times for personal reflection, a time to consider commitments and resolutions for the coming year.This year, why not resolve to make your finances a priority? With proper...

Wednesday, December 21, 2022

“Recent indicators point to modest growth in spending and production. Job gains have been robust in recent months, and the unemployment rate has remained low. Inflation remains elevated, reflecting supply and demand imbalances...

Wednesday, December 14, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...

Tuesday, December 6, 2022

With its blinking lights, family traditions, and festive music, December is the most wonderful time of the year. And according to Charity Navigator, the month of December really is wonderful because December sees approximately 30% of...

Tuesday, November 22, 2022

The end of the year is when a lot of deadlines come up.So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it's wise to use a checklist to see where you are and what should...

Tuesday, November 15, 2022

Few words can dampen the cheer and optimism of a New Year like taxes. Let’s face it, the time for holidays, time off, and family should be celebratory, not burdensome. But if you approach taxes with an eye toward reducing your...

Friday, November 11, 2022

Answers to your top inflation questions. Been there, done that. Don’t want to do it again. That’s how many people who lived through the 1970s and 1980s feel about inflation. But today’s reality is that your money...

Tuesday, November 8, 2022

October is usually one of the worst months for stocks, but October 2022 is shaping up to be the best month on record since 1976. Did you sell your equity positions at the end of September because you could no longer stomach this...

Wednesday, October 26, 2022

At some point in your life, you probably have heard about the importance of developing a budget. But, why is a budget so important?Perhaps you simply spend what you must and save whatever’s left over. Or, perhaps you spend all...

Wednesday, October 12, 2022

Many people don’t think about—or prepare for—long-term care. Unless they’ve had a friend or family member receive long-term care, they may not realize how essential it is—or how expensive it can be....

Thursday, October 6, 2022

Whatever your destination, it helps to have a map—and that’s especially true when you’re preparing financially for the journey we call life. Whether your financial goals include paying off debts, buying a house,...

Wednesday, September 21, 2022

Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring...

Wednesday, September 7, 2022

It’s never too early to start investing in our children’s future—literally. September is College Savings Month, which makes now the perfect time to consider how we can contribute to their educational and financial...

Wednesday, August 24, 2022

A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged...

Tuesday, August 16, 2022

It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college football will return and the kids will be back in school. For me, it’s always been the kids going back...

Wednesday, August 10, 2022

The most watched, and arguably the most exciting, soccer league in the world kicked off this weekend across the pond: the English Premier League (EPL). It’s set to be an enthralling season for the many EPL fans around the world...

Tuesday, August 2, 2022

Regardless of the path your life takes, money will play an important role at every turn. Certain events, especially graduating from college, entering the work world, getting married, having children, and retiring all require targeted...

Tuesday, July 19, 2022

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore.Judy’s...

Tuesday, July 12, 2022

Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a...

Tuesday, June 21, 2022

The Roth 401(k) has become an attractive investment account, with investors attracted to their qualified tax-free withdrawals and contributions which receive after-tax treatment. But like other 401(k) plans, the Roth 401(k) carries...

Tuesday, June 7, 2022

May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529 college savings plans.As higher education costs continue to soar, many parents find themselves faced with the nagging question,...

Friday, May 13, 2022

It’s been a tough year so far for a traditional “60/40” portfolio, a portfolio of 60% stocks and 40% bonds. Using the S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index (“Agg”) to represent stocks...

Tuesday, May 10, 2022

Since the COVID-bear retreated in March 2020 through the end of 2021, all we heard was how stock market gains were driven by just a handful of stocks – the FAANG stocks (and Microsoft). But since the beginning of 2022, investors...

Tuesday, May 3, 2022

The housing market has been frustrating for buyers and a boon for sellers, but there are signs that those frustrations might be easing – depending on where you live. Would-be buyers have struggled with historically low...

Tuesday, April 26, 2022

The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common question investors ask their financial...

Wednesday, April 20, 2022

Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option. A Roth option is available for Individual Retirement Accounts (IRAs) and 401(k) and 403(b)...

Wednesday, April 6, 2022

Advice from the Social Security Administration can guide your decision.

Tuesday, March 22, 2022

As retirement approaches, consider ways to donate to charity without depleting your long-term savings. If you expect to retire in 5 to 10 years, you may currently earn near-peak income. It’s an excellent time to front-load your...

Wednesday, March 2, 2022

As you look at your newborn or young child, it’s tough to imagine them going off to college one day. Though that time may be far away, you should start financially preparing for your child’s future education as soon as...

Wednesday, February 23, 2022

You should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let's explore.

Tuesday, February 15, 2022

Preparing now for your financial future is essential because what you do today can help ensure a secure retirement tomorrow. There are four factors you will need to consider when planning for your retirement.

Wednesday, February 9, 2022

Offering a retirement plan can help your business attract and retain employees, while making it easier for you to save for your own retirement. Here are some of the options available to business owners.

Wednesday, February 2, 2022

Talk to your financial advisor to help create the best financial plan for you The Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for...

Monday, January 24, 2022

Lately we’ve seen two things swirling that some investors think could hurt them down the road. The idea that higher yields and rate hikes are bad is all over the place, but it all might not be so simple. In fact, looking back at...

Wednesday, January 19, 2022

After the stock market’s growth in 2021, many believe a pullback (or even a correction) may be a healthy thing. Such a drop is not horribly painful, by historical standards, and smart investors can seek to cushion such a fall. Read....

Wednesday, January 12, 2022

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange...

Wednesday, January 5, 2022

These simple steps might save you a great deal of money and heartache We all make mistakes, and through them, we learn. But when it comes to finances, it is best not to take the trial-and-error approach. Maybe you’re making some...

Tuesday, December 14, 2021

Retirement savings isn’t the only financial goal you might want to consider in a lifetime. There are other considerable milestones that you want to take into account as well.

Tuesday, December 14, 2021

LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.

Friday, October 15, 2021

Tips to help you find your financial planner and financial planning firm The financial planner and financial planning firm you pick to manage your assets and advise you on key financial decisions affects your retirement and other major...

Wednesday, October 6, 2021

You exercise to benefit from your sweat equity in the future, right? Waking up early in the dark mornings of winter to exercise comes hard. Once your workout ends, though, you often begin the day with the payoff of a tremendous energy...

Wednesday, September 29, 2021

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look...

Wednesday, September 15, 2021

Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular...

Wednesday, September 1, 2021

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when...

Wednesday, August 25, 2021

The green revolution is upon us. Like it or not, the world is shifting away from fossil fuels toward renewables. Solar and wind farms are sprouting up across the globe. The major car companies are phasing out gas-powered vehicles and...

Thursday, August 19, 2021

When you first considered investing, it probably seemed like a good idea to focus heavily on what worked best for you from the beginning. If stocks from a particular company brought you high yields, why not double up on your original...

Tuesday, August 10, 2021

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what...

Wednesday, July 28, 2021

The first half of 2021 is behind us. As life emerges from the pandemic to a "new normal," a mid-year financial checkup may be more important than ever this year. Here are some ways to make sure that your financial situation is...

Tuesday, July 20, 2021

If you're like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you're self-employed, you may have an even greater need for life insurance: You'll want to protect your family...

Wednesday, July 14, 2021

In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains sound and will likely...

Wednesday, July 7, 2021

It’s easy to be intimidated by all the details of financial planning. However, you don’t need to be an expert to understand fundamental concepts such as credit, debt, budgets, and goals. A little self-education can go a...

Wednesday, June 30, 2021

Saving for retirement is essential for your long-term security, but what will you do if there is an unpredicted expense due to an accident, illness, job loss, or other crisis? By creating an emergency fund, you establish a safety net...

Wednesday, June 23, 2021

When you’re wealthy, you have a lot to lose—through property damage/loss, liability lawsuits, expensive medical treatments, and income interruption. It’s important to know what types of insurance policies will cover...

Wednesday, April 28, 2021

Saving for retirement can seem impossible when you are saddled with so many daily expenses: student loans, mortgage/rent, car payments, childcare, and more. But there is nothing wrong with starting small, because the power of...

Thursday, April 22, 2021

How generational and societal change is influencing companies and the markets. ESG: what does that acronym stand for? Those three letters stand for "Environmental, Social, and Governance" and signify an investment that has particular...

Wednesday, April 14, 2021

Careful planning is a necessity if you are a business owner or top executive nearing retirement. Your exit strategy may require succession planning if you want to influence the composition of the management team before your departure....

Tuesday, March 2, 2021

When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals beckon to individuals during their lifetime. Because of this, it’s important to look...

Tuesday, February 9, 2021

An important part of any retirement strategy involves factoring in the potential expenses associated with long-term care. For many years, people have purchased long-term care insurance to help cover some of those costs. However, over...

Monday, February 1, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.⁠11 While the number is up slightly from the...

Thursday, January 14, 2021

There are fundamental steps you can take to get on-track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or fail to nurture. Some may feel that financial planning is only...