If you’re unfamiliar with the various ways life insurance can be used as a financial planning tool, the following four scenarios may help you decide whether you and those important to you can benefit from holding a policy.

The Federal Reserve left the target range for federal funds at 2.25% to 2.50%, as expected by markets. Implied probability of any change prior to today’s meeting has been close to 0% since the last FOMC meeting on December 19.

When you’re a young adult searching for or working in your first full-time job, retirement is likely a distant thought. However, creating good habits early can significantly affect how and when you are able to retire.

Active management has been out of favor for most of the last decade, but several indicators suggest that this management style is returning to favor. Read on to learn why active managers tend to perform best in volatile and bear markets.

If you’re unsure what this means when it comes to setting your savings goals now, the following rules of thumb can help you come up with a monthly savings target—and implementation plan—to increase your chances of achieving the retirement you envision.

Markets dislike uncertainty, and the recent midterm elections were no exception.

There are many reasons to start saving for retirement sooner rather than later. Fortunately, if you feel you’ve fallen behind on your savings, it’s not too late.

If you’re wondering how long the current economic cycle can last or how political rhetoric might impact your investments, rest assured that we have done the research.

Superstition is not anybody’s recommended guidepost for making investment decisions. But, years ending in “8” have produced unnerving volatility for investors.

Many have been expecting the Fed to attempt a “dovish hike”, by combining an increase in the target rate with lower expectations for rate hikes in 2019. It appears they have adopted that strategy, but may not gone far enough to satisfy fragile market expectations.

Research shows that compared to older generations, millennials are just as likely to have auto insurance but far less likely to have homeowners/renters insurance or life insurance. This begs the question: is our generation underinsured?

Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point.

As the end of 2018 approaches and we reflect on the major events of this year, the intensifying trade conflict between the United States and China looms near the top of the list. So far this year, the Trump administration has placed tariffs on $250 billion worth of Chinese imports, leading China to strike back accordingly as each new block of tariffs is imposed. This tit-for-tat...

Volatility—and in a downward direction—returned to global equity markets in the early days of December. We see three fundamental factors impacting sentiment, boosting volatility and prompting “risk off” behavior.

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...