News and Commentary

Recent Updates

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

November 06, 2025

What if you could test-drive your financial future? Play Zone®️ is a powerful, interactive tool that helps you explore different financial scenarios and instantly see how they affect your plan’s success. Start exploring today—log in to your Online Access to get started!

November 03, 2025

Recent Update Photo

Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

October 06, 2025

Recent Update Photo

Keep More of What You Earn: Building a Tax-Smart Portfolio

By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.

Research & Insights

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

Research Photo

September Investment Perspectives

In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.

Research Photo

Life Insurance: It's Not Just for Income Replacement

If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.

Research Photo

Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates

Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.