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If you’re looking for way to save money as you head into 2021, there are a few ways that can potentially cut costs around your household, without having a major impact on your lifestyle. Read on for three ways you can trim some of your biggest...

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make...

The COVID-19 pandemic put quite a crimp on large parties or even smaller gatherings in close quarters, and now, holiday gatherings and events are likely to look very different in 2020. But different doesn't necessarily mean bad, and there are a...

Market Blog   Fixed income investors aren’t used to having to deal with the volatility of stocks, but in the year that is 2020, that is exactly what has happened thus far. Unfortunately, while we don’t see the volatility of Q1 2020 continuing...

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these...

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...