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Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

Rates, Inflation & a Resilient EconomyThe S&P 500 ended the second quarter and first half of 2023 at a 14-month high and most major stock indices logged solid gains in the second quarter following a pause in the Fed’s rate hike...

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments.

“Old-fashioned” practices, such as periodic financial reviews, can lead to greater confidence in the long run. As the year passes its midpoint, why not spend a few hours reviewing your finances?

As the Federal Reserve is fresh from raising its key policy interest rate for the 9th consecutive time, it is essential to analyze the current financial landscape and understand the potential implications of these events.

If you saved for retirement for a while, you may continue to work toward new financial goals every year or every decade to manage the freedom you worked so hard to enable. Here are four goals older individuals may consider.

Many people are not well-versed in how to financially plan for their future. According to a 2022 Gallup poll, only 58 percent of Americans reported that they own stock. Here's a look into the experiences different generations have had.

The S&P 500 Starts Year with Gains Despite Continued UncertaintyThe S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling that their historic rate hike...

When it comes to your retirement, there are three factors that you may want to take into account when planning for your retirement income needs. Find out if an annuity is appropriate for you.

What might you do to survive and even thrive during volatile markets? A financial plan may help you feel more confident.

Just how do you report your investments and how are they taxed? Read on for answers.

Understanding your style of investing is an important step in deciding where to allocate your portfolio- keep reading for insights.

Early in the 4th quarter easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds. Hawkish Fed guidance, disappointing economic data, and rising global bond yields...

During these times, it may be wise to remind yourself of these four common sense rules for investing—time-tested strategies that may help keep you calm and stay the course no matter what the market has in store.

The window of opportunity for many tax-saving moves closes on December 31, so evaluate your tax situation now, while there's still time to affect your bottom line for the 2022 tax year. Here we discuss some year-end tax planning basics.

While Black Friday and Cyber Monday center on consumer deals, Giving Tuesday—the Tuesday after Thanksgiving—has a different focus. Each year, individuals and corporations are encouraged to use the day to support charities...

The average U.S. income tax rate stands at just over 13%—and if you're like many taxpayers, you're always looking for new tips and tricks to help reduce this percentage.1There are a number of different tax planning moves you can...

A well-structured estate plan can be invaluable to you and your familyIt is common for people to put off planning their estates. After all, no one wants to anticipate their death. In addition, many may believe that only the wealthy...

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this...

Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling future rate...

During your working years, you've probably set aside funds in retirement accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that provides adequate income throughout your retirement years.

Financial planning is unique for each person. Financial planning examines your current financial situation by assessing your budget, life and goals. Here are eight things financial planning can help you address to stay on track.