Insights
“It is one thing to show a man that he is in an error, and another to put him in possession of the truth.”
- John Locke
Volatility returns as global risks rise
The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There were very few...
Risk awareness and diversification 2.0 taking root
The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7%1. During our Crystal Ball Outlook,...
Déjà vu starting to play out
“Déjà vu confirms a faithful path worth taking.”– T.F. Hodge Folks familiar with me know I like to use themes when...
Managing taxes in retirement: 5 tips designed to help reduce your exposure
The end of your working years doesn’t mean the end of your taxes. In fact, your retirement tax liabilities can have a...
Make it a tradition: Start the year with a family financial meeting
Did you know that only about half of U.S. adults can correctly answer basic questions about everyday money decisions?...
Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and post a positive total...
2026 Retirement Plan Limits
Each year, the Internal Revenue Service updates contribution limits for retirement savings plans and pension plans....
2026 Tax Planning Guide
Proactive, year-round tax planning is key to reaching your long-term financial goals. To help you get started, this...
The November market pause just might set the table for a profitable 2026
The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8% through month end. A flat month on...
Approaching Retirement Is Like Driving Into a Fog Bank
For most of your career, the road ahead is clear. You’re earning, saving, investing. Retirement sits comfortably on...