News and Commentary

Recent Updates

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

June 01, 2026

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Plan for 100: Income Planning for a Longer Life

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

May 04, 2026

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529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026

In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.

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.

Research & Insights

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

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April Investment Perspectives

Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.

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Remaining Disciplined During Market Downturns

Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.

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Tips for Leveraging 529 Education Savings Plans

You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.