What We
Think

Automated Investing vs. Human Guidance

When you’re looking for help managing your investment portfolio, you have a decision to make: Should you work with a financial advisor or a robo-advisor? A financial advisor is a professional specializing in financial planning, wealth management and other personal finance services.
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Breaking Down IRAs

Individual retirement accounts (IRAs) are a type of tax-advantaged account that can help you boost your retirement savings. The most common IRAs you’ll choose from are traditional and Roth IRAs.
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Breaking Down Socially Responsible Investing

Many investors want more out of their investments than just a good return. They want to know that the companies they invest in are ethical and responsible — that they build environmentally sustainable business models, advance a social good and operate in a transparent, ethical way. To identify these companies, socially responsible investors can use a set of criteria known as ESG.
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Financial Conversation Tips for Couples

Communication about money is often fraught for couples, and bringing the topic up with your partner can be challenging. But discussing financial concerns, goals and habits is key to a strong relationship. And open communication about these topics can help you and your partner work as a team toward common financial goals.
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Making the Most of Your Inheritance

Baby boomers in the U.S. are set to bequeath $68 trillion in wealth by 2043, as part of the Great Wealth Transfer. Much of that will be left to Generation X and millennial heirs. If you expect to receive an inheritance, planning ahead for how you will use the wealth and account for any taxes will help you make the most of your windfall.
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Preparing Teens for Financial Adulthood

Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry into adulthood.
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Women and Wealth: Taking Charge of Your Finances

When it comes to financial planning, women are likely to face different challenges than men. For one, they earn less than men on average, and they’re more likely to work part-time jobs or take time away from their careers to raise children and care for family.
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How Does Dollar-Cost Averaging Work?

When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find yourself falling behind drivers that stayed in one lane the whole time.
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2021 Virtual Market Outlook - Recording & Playback Access

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Tips for 2021 Tax Season

Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy.
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Life Insurance Isn't One Size Fits All

The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die.
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Tax Tips for Charitable Donations

Charitable giving is a great way to support the causes you care about while also getting a tax break.
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4 Smart Money Moves for 2021

With the new year in full swing, it’s a great time to take stock of your personal finances.
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Understanding Retirement Income Tax

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits.
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Creating a Successful Business Succession Plan

A good succession plan creates a blueprint for ownership transfer as you exit your business.
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How to Make a Wealth-Transfer Plan

A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries.
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The Importance of Long-Term Care Planning

Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility.
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Preparing for Healthcare Costs in Retirement

For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.
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What You Need to Know About Investing During an Election

Elections can move the market, but that doesn’t mean you should change your approach.
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Election 2020: How the Election Will Impact Our Economy and Markets Webinar - Recording & Playback Access


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6 Steps to Protecting Your Wealth During Divorce

A divorce is one of the most difficult transitions you can go through.
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Five Rules of Long-Term Investing

These best practices can help you stay invested during the market’s ups and down.
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How To Protect Yourself From Identity Theft

Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity theft.
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Is Your Business Protected if Disaster Strikes

What would happen to your business after a fire, a massive data breach or the sudden loss of a key employee?
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Two Strategies for Rebalancing Your Portfolio

Your investment portfolio is more than the sum of your account balances.
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Understanding Behavioral Bias

Learning how emotions affect decisions can make you a better investor.
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Your IRA and Your Legacy

Individual retirement accounts can play a valuable role in the estate planning process.
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