News and Commentary
Additional News and Commentary 1
Happy Fourth of July
America is 250 years old. 250 years old! It’s a number that would have astonished just about everyone who was there in the beginning. Even many of the Founders expected the United States not to last. That’s not surprising. While today, the creation of both our country and our Constitution seem like Hollywood-worthy moments in history, to those who actually lived them, they were quite the opposite.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 23, 2026
Which Programs Should You Consider To Cover Health Care Costs?
As you prepare for retirement, it's important to review your options—from Medicare to long-term care insurance—to ensure you're ready to cover your healthcare costs and needs. Read this article to learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
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