June 29, 2021
For many people, a home is the biggest purchase made during their lifetime, so it's important to do everything possible to keep it in good condition. Here are three important steps you can take to...
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June 23, 2021
Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you'll benefit from planning your post-work life as early as possibl...
June 17, 2021
Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may be able to avoid financially material impacts. Learn more:
June 9, 2021
Graduation from college is an exciting time for many, but can signal the start of student loan repayment. Here are some of our tips to help you create your repayment process:
June 3, 2021
After one of the worst starts to a year for fixed income, returns may not get better from here. Long-term interest rates have traded sideways but we expect rates to potentially rise further, which ...
June 2, 2021
It's normal to feel a little uncertainty during periods of market turbulence, but I recommend making proactive decisions now when it comes to your retirement portfolio. Here are five things to con...
May 28, 2021
One way to help save for a grandchild's education is by contributing money to a 529 savings account. What should grandparents know about 529 college savings accounts? Learn more:
May 20, 2021
Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Here are a few simple tips that will help you to stay on track and committed to your...
May 18, 2021
The economic recovery continues, as the recipe of vaccines, the reopening, & record stimulus all have combined to produce what should be one of the best years for growth ever. Here's why inflation...
May 12, 2021
Think you know retirement? Take our 5 question quiz to see if you really know the retirement rules:
May 11, 2021
Inflation and taxes could rise. Are you ready for retirement? In any market, investors must always consider the five risks that can sideline their financial future:
May 6, 2021
Sell in May and go away is probably the most widely cited stock market cliché in history. This week we tackle this commonly cited seasonal pattern and why some seasonal weakness could make sense i...
May 2, 2021
Why buy life insurance? Life insurance can serve an important purpose within a financial plan. Learn if you should consider buying a plan:
April 27, 2021
As a physician, you've devoted a lot of time to educating yourself, building a career, and it can be easy to overlook your finances. Here's why you need a professional that understands your industry:
April 26, 2021
Many people may enter adulthood without having all the tools they need to make informed and effective financial decisions. Learn more about some simple things you can do to help increase your fina...
April 23, 2021
Were you fully invested from the stock market bottom or did you try to time the ups and downs of the market over the past year? If you tried to time the market, here's why the likelihood of you do...
April 23, 2021
As your retirement draws closer, you will probably start to have lots of questions regarding Social Security benefits. There are a few factors that everyone should keep in mind when you begin maki...
April 20, 2021
While optimism surrounding the reopening is certainly understandable, this week we take a look to see if sentiment is flashing a near-term contrarian warning sign for stocks. Learn more:
April 18, 2021
Whether you've been wondering about boosting your investments' rates of return or are concerned that your financial affairs are a bit too complicated for your next of kin to handle, it may be time...
April 12, 2021
There are many reasons why you may want to consider using traditional and/or Roth IRAs to supplement your retirement savings. Understanding the potential benefits and drawbacks of each type of IRA...
April 8, 2021
For Public Health Week, it is not only time to consider your physical and mental health but also your financial health. Here are some of our tips to help create a healthier financial outlook for t...
April 6, 2021
The U.S. economy's recovery from the pandemic continues to surpass expectations. LPL Research has revised their forecasts to better reflect the growing optimism of an economy on the rebound. Learn...
March 31, 2021
Income disruptions greatly affect a woman's ability to save money, plan for retirement, and maintain financial security. Here are some tips for women to build their financial past with their financ...
March 25, 2021
The moment you've working for your whole life is about to arrive: retirement. This stage of your life will likely offer more free time than you have ever had before. You may be wondering how you s...
March 23, 2021
The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time. This week's market update takes a look back at what happened last March and th...
March 11, 2021
Investing assets can be a nerve-wracking experience especially during periods of market turbulence. Here are some of the different elements of financial asset management and how asset management ...
March 9, 2021
The 10-year Treasury yield continues to climb higher, but remains low by historical standards. This week's update discusses the market signals supporting the potential for stock gains in the curr...
March 8, 2021
As the COVID-19 pandemic enters its 2nd year, President Biden has begun to outline details of the American Rescue Plan, a $1.9 trillion relief plan designed to help stem the coronavirus pandemic. ...
March 3, 2021
To ease some of the burdens of tax season, we've created this helpful guide, which contains all the
February 23, 2021
Increasingly more people realize that their sustainability concerns can be addressed through their investments. Learn more about the increasing popularity of sustainable investing and how it can b...
February 18, 2021
Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. Here are some tax strategies that doctors may find useful to help minimize their tax liability:
February 11, 2021
What's the difference between an IRA & a 401(k)? Here are some of the key differences and what to consider when allocating your retirement contributions:
February 9, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
February 8, 2021
There is not a one-size-fits-all formula when it comes to determining how much income you will need in your retirement years. To determine retirement income needs & develop strategies for creating ...
February 3, 2021
4 out of every 10 Americans don't believe they'll ever be able to afford to retire. With these few steps, you can get started on a solid plan for retirement now:
February 1, 2021
While the 2020 tax year saw some significant changes due to the effects of the global pandemic, the 2021 tax season seems to be set on track with normal filing deadlines. Here are deadlines for th...
January 28, 2021
Small cap stocks have outperformed large cap stocks over the last several months. They're enjoying strong breadth and the earnings outlook is strong. This is a favorable part of the economic cycle...
January 26, 2021
Your safety is always important to us especially when it comes to your finances. Here are some tips to follow to protect yourself against identity theft during tax season:
January 25, 2021
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Learn more:
January 21, 2021
Tax law places limits on the dollar amount of contributions that you can make to IRAs and by law, the IRS is required to adjust these limits annually for cost-of-living increases. You should famil...
January 20, 2021
It takes some organization to keep your tax documents, service records, & paid bills in a format that will allow you to easily access information when you need it. Check out our tips to help keep ...