Blog

As the COVID-related economic weakness that characterized the first half of the year subsides, growth has begun to return as trillions in fiscal stimulus have helped to stabilize consumer spending. Against a backdrop of improving labor market...

Do you have a will, investing in education or building a Freedom Fund? Amid the heat of mid-summer, do you remember your New Year’s resolutions regarding your personal financial planning? How are you coming with your to-do list? It seems like...

Open enrollment season is one of the shortest—in most cases, employees have only a few weeks to research their options and make a decision on things like their 401(k) contributions, health and dental insurance, disability coverage, and...

Your life insurance needs change as your life changes. When you are young, you may not have a need for life insurance. However, as you take on more responsibility and your family grows, your life insurance needs increase. Your needs may then...

Economic Blog The 10-year Treasury yield is historically low, so low that it could climb a full 1% before the end of the year and still be the lowest year-end yield on record, with room to spare. Historically low rates come with a genuine...

Economic Blog After carving out the first part of a “V-shaped” recovery, the US economy has leveled off somewhat in response to the latest wave of COVID-19 infections. In this week’s Weekly Market Commentary: Stalling Economic Recovery May Slow...

AT THE MIDPOINT of 2020, we’re mindful that it’s been an extremely challenging year so far in the United States and around the globe. We’re in the midst of a pandemic that continues to impact all of us, our communities, and our economies....

Financial Planning Update Subtract Inflation and It All Adds Up Some of us may remember the “good old days,” when gasoline prices were as low as 25¢ per gallon. Others may recall when a can of soda cost 15¢. But prices tend to rise over...

The Bloomberg Barclays US Aggregate Bond Index posted a solid total return of 2.9% in the second quarter of 2020, its eighth consecutive quarterly gain, and a relatively strong quarter for the broad investment-grade bond index considering the...

Market Blog The US economy has made impressive progress in recent weeks. As the economy re-opens, the way we assess the recovery has changed. In March and April, we were looking for evidence that growth in COVID-19 cases was decelerating—which...