News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 17, 2024
A Healthy Labor Market but Stubbornly High Inflation
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
Here is a hump day quote from comedienne, Paula Poundstone, “Adults are always asking children what they want to be when they grow up because they’re looking for ideas.”
Have a great day!
April 15, 2024
Investment Themes for the Next Decade
In this report, our Investment Strategy Group reviews the major investment trends that will influence the economy and markets in the coming years, including advancements in artificial intelligence, the impact of aging demographics on health care, and shifts toward clean energy.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.