Traditionally Slow September Blunts S&P 500 Peak
9/30/2020
Despite a September slump, the S&P 500 and NASDAQ wrapped up the third quarter with gains of 8.47% and 11%, respectively.
Markets & Investing
Swing States, Mail-in Votes and North Carolina’s Importance
9/30/2020
Washington Policy Ed Mills explains that, while many absentee and mail-in ballots will have been cast in advance, we may not have a finalized outcome on Election Day night.
Economy & Policy
Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Could You Thrive in a Niche Retirement Community?
9/28/2020
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Comparing the Correct Yields
9/28/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Your Year-End Tax Planning Checklist
9/28/2020
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Federal Debt
9/25/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
9/25/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The Fed's New Policy Framework in Action
9/18/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Evaluating a Nonprofit? Ask Some Common For-Profit Questions
9/25/2020
These tried-and-true business practices could influence your charitable giving decisions.
Estate & Giving
Weekly Market Snapshot
9/25/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
