News and Commentary

Recent Updates

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

September 18, 2023

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Determine How Life Insurance Fits in Your Financial Plan

When it comes to life insurance, do you have more questions than answers? If so, use this checklist to start the process of determining if you need it, and if you do--what solution best fits your needs.

September 05, 2023

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Making a Charitable Gift? Consider a QCD

Should you consider a Qualified Charitable Distribution to satisfy all or part of your required minimum distributions from an IRA while also supporting your charitable giving? Read this article to learn more.

September 05, 2023

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Evaluating Your College Savings Withdrawal Strategy

If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).

Research & Insights

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

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September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.

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Outlook 2023: Mid-Year Update

In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.