News and Commentary

Recent Updates

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

August 27, 2026

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Leave a Larger Legacy Using IRA (RMD) Maximization

If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs.

August 20, 2026

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Why Human Advice Still Matters in an AI-Driven World

Can technology understand what matters most to you? In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning.

August 13, 2026

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Student Loan Interest Rates Are Rising Again This Year

Interest rates on federal student loans will increase slightly for the 2026–2027 school year.

Research & Insights

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

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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.

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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.

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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.