News and Commentary

Recent Updates

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

January 13, 2026

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Ratcheting Up the Attacks

Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.

January 02, 2026

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Seize Opportunities to Maximize Your Retirement Savings

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.

December 12, 2025

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Out With a Bang, Not a Whimper

Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.

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.