We know that life happens, and lifestyle expectations change as you get older. Paying off loans, starting a family, focu…
Markets
The evolution of emerging-markets stocks in your portfolio
While headlines typically center on the results for U.S. stock markets, we believe the diversification benefit from expo…
Market reflections for fourth quarter 2019: Strong returns end the year
2019 ended on a positive note. Stocks experienced strong returns in the fourth quarter, contrasting against the sharp de…
Investor beware: Bright, shiny headlines are not always as they appear
Welcome to the information age! We can probably find out anything we want to on the internet. Millions of pages of infor…
Is a presidency’s fourth year the best for the stock market?
With the election less than a year away, you might be wondering if it’s time to make changes to your portfolio. As media…
Why invest internationally? (Video)
Here’s a statistic that may surprise you: In the past 30 years, the U.S. stock market has been the world’s best-performi…
Market Reflections for Third Quarter 2019: This Year Remains Strong Despite Negative Headlines
Global stock markets posted mixed results for the third quarter, as declines in international stocks contrasted with the…
Will there be a recession?
The last few weeks have been chaotic for the stock market. August was particularly challenging, with 3 days of U.S. mark…
10 Portfolio Strategies to Help Save on Your Income Tax Bill
As taxpayers, we’ve now felt the full impact of the changes the Tax Cuts and Jobs Act (TCJA) made to the tax code. Losin…
Taxes Can Take a Big Bite out of Your Returns (Video)
While we all know that taxes can eat away at the long-term growth of investments, do you know just how much you’re payin…