Perspectives on wealth management, retirement planning, and the evolving landscape for clients and advisors.
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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In 1964, The Rolling Stones released the hit single, "Time Is on My Side." Who knew they were talking about personal finance? What does it mean to put time on your side? To The Rolling Stones, it was a song about…
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In 2026, families across the United States will gain access to a new financial tool designed to enhance their children's financial futures: the 530A account, commonly known as "Trump Accounts." This account is…
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There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that's all yours to enjoy however…
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We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need to consider a few proactive measures to help protect against this pervasive threat. Let's examine…
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Once an estate strategy is in place, it should only require periodic reviews to check that it still reflects your wishes. However, life events such as marriage, divorce, births, deaths, relocations, health changes,…
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While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from living relatives or through an estate, there is still a big thrill when circumstances drop a big pile…
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