Insights

Uncertainty and turmoil surrounded many aspects of estate planning for years, causing many people to put their planning on hold. There is no reason now[…]

This edition of Market Factors starts with an important interpretation of recent market volatility with significant practical investment implications. Section two covers a remarkable science[…]

Inflation has cooled in parts of the economy, but many households are still feeling the pressure of higher prices on everyday expenses. When prices rise,[…]

The outlook for stocks looks volatile through yearend, Ned Davis Research says. The research firm sees the S&P 500 struggling for several months before a[…]

Key Takeaways Intense financial anxiety can cause people to ignore important financial matters as well as spend recklessly. Money fears can impact your mental health[…]

Key Takeaways Many of the wealthiest investors use social media to connect with their advisors and get financial information. Social media influencers are impacting some[…]

Key Takeaways Top entrepreneurs tend to rely on referrals to find their financial advisors. Many business owners are self-directed in making financial decisions—but want their[…]

Key Takeaways Long-hand note-taking can potentially help you retain and recall information better than taking pictures of slides, reports, etc. Using abbreviations, codes and other[…]

Key Takeaways Many couples miss out on hundreds of dollars annually by not coordinating their 401(k) matching contributions. Because 401(k) matches vary by employer, some[…]

America is facing a small business succession challenge. Millions of business owners are approaching retirement age, yet most have no formal succession plan in place.[…]

Key Takeaways A midyear checkup can potentially be more useful than waiting until December to size up your situation. Revisit your goals and the other[…]

Key Takeaways We find that most estate plans are at least three years old—and as a result, could be out of date. We find that[…]