News and Commentary

Recent Updates

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

August 15, 2025

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A Medicare Primer

This expert-led session is designed to empower you with a comprehensive understanding of what Medicare offers, so that you can make informed decisions about your coverage and finances.

August 06, 2025

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The One Big Beautiful Bill Act: How It May Impact You

The One Big Beautiful Bill Act was signed into law by President Trump on July 4, 2025. Here’s how it differs from existing tax laws—and how it may impact you.

July 01, 2025

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Outlook 2025: Mid-Year Update

Our Investment Strategy Group outlines their expectations for the economy in the second half of 2025, as well as possible scenarios for the equity and fixed-income markets.

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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August Investment Perspectives

In this issue we discuss whether the big banks are seeing the big picture, the hidden fees lurking in one’s bond basket, and what the factors are that will move the market in the future.