News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

April 01, 2026

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Understanding Trump Accounts: The New Way to Save for Kids

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

March 03, 2026

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Retirement Planning for Women

Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.

February 02, 2026

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How You Can Leave More to Your Heirs, Minimize Taxes

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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VIDEO: Financial Planning Must Go On

The way we are having to work right now is different. Your financial planning can still go on.

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VIDEO: One Size Fits One

The importance of quality, tailored, and individualized financial planning has never been more fully on display than right now.

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January Investment Perspectives

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.