Market Commentary: Market Pessimism Is High (and Why We Think That’s Good)
The S&P 500 was higher Monday, Tuesday, and Wednesday last week on optimism over the government opening back up. Then doubt about a December rate cut shifted the mood and we saw a massive drop on Thursday, which then bled into a big gap down on Friday morning. But by the end of the day, …
Facts vs Feelings Take 5 – Thinking About 2026
In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
Market Commentary: The Case for Stocks in 2026 Is Building
The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …
2025 Calendar: Key Tasks & Financial Dates
Tackle 2025 with this month-by-month financial task list. We’ve also included important dates so you won’t miss any key deadlines.
Business Succession Planning Checklist
You remember your first day of business. But what about your last day? Succession planning is more complex than it may seem. Our guide walks you through the details.
Your Retirement
MoreYour Social Security Game Plan
Have you given much thought to your strategy for Social Security benefits? It’s good to have a plan in place to help you make the most of this program. But you may have questions.
Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs
Just because we express a desire to do something, doesn’t mean we’ll do it. Insurance is a great example of this. A recent study on life insurance statistics showed that 42% of Americans report feeling that they need more life insurance coverage.* At the same time, the percentage of familie …
Health Savings Account (HSA) Worksheet
Did you know you can utilize a health savings account (HSA) to invest for your future? HSAs have many tax benefits, including tad-deductible contributions and tax-deferred growth. But is one right for you? This worksheet will help you determine if you qualify, as well as identify common mis …
Medicare and Managing Health Care Costs in Retirement
Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.
Your Legacy
MoreMarket Commentary: Market Pessimism Is High (and Why We Think That’s Good)
The S&P 500 was higher Monday, Tuesday, and Wednesday last week on optimism over the government opening back up. Then doubt about a December rate cut shifted the mood and we saw a massive drop on Thursday, which then bled into a big gap down on Friday morning. But by the end of the day, …
Facts vs Feelings Take 5 – Thinking About 2026
In the latest episode of Take 5, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, look ahead to the coming year and explore why market strength may continue beyond 2025. Ryan and Sonu discuss long-term return patterns, the power of momentum, and t …
Market Commentary: The Case for Stocks in 2026 Is Building
The S&P 500 fell 1.6% last week, and volatility ramped up over fears that AI stocks are in a bubble and valuations overall are stretched. The good news is we continue to think earnings are justifying this bull market. But pockets of technology could be a tad frothy, and a pause and a bi …
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
Midyear Market Outlook 2025
The economy has weathered volatility and uncertainty to start 2025, with the ongoing bull market continuing its run and the labor market staying strong. But plenty of headwinds remain as we head into the second half of the year.
In the News
MoreHow Much Will Healthcare Cost in Retirement?
When saving for retirement, we often dream about all the things we’ll be able to do with that money—traveling, going out to eat, maybe trying new hobbies. But the reality is that there are also everyday household expenses that you should account for in your post-retirement budget. Less fun …
Which Medicare Plan Is Best for You?
Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t user-friendly to begin with. Stack all the Medicare options on top of that, and you’ve got yourself a challenge. That’s why it’s a good id …
Maximizing Medicare: A Strategic Approach to Healthcare in Retirement
Have you thought about how much your healthcare will cost in retirement? Many people underestimate what they’ll need, and that can be an unwelcome reality check once you’re in retirement. According to recent findings, a 65-year-old individual retiring in 2025 will most likely spend an avera …