News and Commentary
Financial Education & Planning
Expand Your Circle in Retirement
When people picture retirement, they think of freedom. But what many don’t expect is how quickly their social world shrinks. In today’s video, we are going to talk about how retirement can be a rare opportunity to build a circle that fits who you are now.
Social Media Impact On Your Money Mindset
With the ever increasing amount of influence from the twenty four hour news cycle and social media, there are a variety of viewpoints on how the media, in particular social media like Instagram, Tik Tok, and Facebook influences our society – both good and bad. But in this video, we want to discuss how social media can impact our money mindset.
Five Ways to Protect Seniors From Financial Abuse
With advances in technology and an increase in ne’er do wells on a global scale, it’s more important than ever to help protect your loved ones from financial abuse. In this video, we are going to discuss five ways you can help protect your loved ones from financial abuse.
Economic & Market Updates
Summer 2026 Economic & Market Update
As we start the second half of 2026, we wanted to take a few moments to provide an update on our current outlook for the U.S. economy and financial markets. While there has certainly been no shortage of headlines over the past several months, we believe it’s important to separate the day-to-day noise from the longer-term trends that continue to shape the investment landscape.
May 2026 Market Update
As we move through the second quarter of 2026, we're taking a closer look at the economic and market trends shaping today's investment environment. In this update, we discuss inflation, interest rates, Federal Reserve policy, geopolitical developments, market volatility, and the factors we're watching as we navigate an increasingly uncertain landscape.
January 2026 Market Outlook
As we begin 2026, we're taking a look at the economic and market trends that may shape the year ahead. In this update, we share our perspective on inflation, Federal Reserve policy, interest rates, economic growth, corporate earnings, and the factors we're monitoring as we navigate an environment that continues to be resilient despite ongoing uncertainty.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
