News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 04, 2026
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.
May 01, 2026
Market Month: April 2026
The U.S. stock market transitioned from a dour March, marked by deep-seated geopolitical anxiety, to a wave of record-breaking highs in April. U.S. stocks enjoyed their strongest month since the post-pandemic era, with the S&P 500 and the NASDAQ each reaching record highs, despite ongoing strife in the Middle East and rising inflation.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
