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Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile market...

As the end of the year approaches, it's time to consider strategies that could help you reduce your tax bill. But most tax tips, suggestions, and strategies are of little practical help without a good understanding of your current tax...

In previous generations, husband’s traditionally handled the family finances. While this arrangement may have worked well during the husband’s lifetime, the consequences of the wife’s lack of involvement in the family’s finances often became...

November 4, 2020 Dear Valued Investor: The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the enduring resilience of our democracy. Determining the outcome of our...

Market Blog Index Performance View expanded table.   View expanded table. View expanded table.   US and International Equities The major market indices, as denoted by the S&P 500 and Nasdaq, gave back ground again in October with...

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding which...

Daily Insights Stocks open slightly lower as earnings season begins. Once launched by Alcoa, the unofficial start to earnings season now begins with several financial firms reporting. The S&P 500 Index opened slightly weaker Tuesday morning...

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating...

As the saying goes, "50 is the new 40"—and with Americans living longer than ever before, it's not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early...

With COVID rocking the employment landscape for job-seekers, some women have taken this opportunity to reinvent themselves and take charge of their own financial futures by launching a business. Entrepreneurship is one of the most...