What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Saturday, April 26, 2025
Spend today, save tomorrow? Okay, we've all been there. But if it seems you're always living paycheck-to-paycheck and never able to save anything for the future, then it may be time to make a change. April is Financial Literacy Month....
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Wednesday, January 29, 2025
Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model that...
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Wednesday, January 1, 2025
With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape.
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Thursday, September 26, 2024
Wall Street knew a change was coming, but the Fed Chair hid the details until the end. At its September meeting, the Fed cut short-term interest rates by 0.50%, which unsettled some who thought Fed officials would be more cautious...
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Friday, September 13, 2024
Saving for retirement requires dedication, focus, and some sacrifice–a three-pronged approach embraced by a greater number of investors! Nearly 500,000 retirement savers are now 401(k) millionaires. This is how they did it.
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Tuesday, August 20, 2024
Summer is almost over, and August is nationally recognized as Make a Will Month. Although discussing wills may feel uncomfortable or seem far-off, it presents an important opportunity to reflect on our lives, our values, and the...
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Thursday, August 15, 2024
The trader's adage goes, “The stock market takes the stairs up and the elevator down.” The saying helps illustrate the speed at which stock prices can move, especially over the last few days. Here's how the recent stock market drop...
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Friday, July 26, 2024
As the Olympic Games are set to begin this year in Paris, I thought it would be interesting to explore how the Olympians earn their chance at gold, silver, or bronze. It turns out that, just like in the world of finance, the path to...
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Friday, May 3, 2024
Military members and their families face one-of-a-kind challenges, such as deployment to conflict zones, overseas assignments, and the constancy of change, all of which make dedicating time to personal finance a challenge. Luckily,...
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Monday, April 15, 2024
We are pleased to share our latest Market Review & Outlook, which reviews the key developments that impacted markets over the past quarter and offers our perspective on the themes we expect to affect investors going forward. Stock...
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Thursday, April 4, 2024
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...
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Tuesday, March 26, 2024
When you see hypothetical examples of stock market performance, the illustrations often use average annual returns of between 8% and 10%. But how often does the stock market return between 8% and 10%? Only four times in the past 76...
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Friday, March 8, 2024
In 1920, women earned the right to vote. In 1974, single and divorcedwomen were finally able to get a credit card without needing a male cosigner. We’ve come a long way, and this year we are celebrating International...
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Friday, January 12, 2024
We are pleased to share the latest insights from our Investment Committee on financial market and economic developments over the past month. Read Our Monthly Recap Our team will continue to keep you apprised of important developments...
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Thursday, December 7, 2023
In Hawaii, amid the verdant natural beauty and warm, welcoming waters, there stands a monument. The Pearl Harbor National Memorial marks the destruction of the USS Arizona, the final resting place of 1,102 soldiers who lost their...
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Wednesday, December 6, 2023
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
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Monday, November 20, 2023
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
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Monday, October 30, 2023
With temperatures falling and the nights growing longer, goblins, ghouls, and ghosts across America are preparing for our second-largest commercial holiday: Halloween. With this frightful day fast approaching, here are some fun facts...
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Thursday, October 19, 2023
We are pleased to share our latest Market Review & Outlook, which reviews the key developments that impacted markets over the past quarter and offers our perspective on the themes we expect to affect investors going forward...
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Saturday, October 14, 2023
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...
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Saturday, September 9, 2023
It’s FAFSA time! Beginning October 1st, your student preparing for college can fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year. Even if your student won’t require help from the...
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Monday, September 4, 2023
More than just a bookend to the summer season, Labor Day is a celebration of workers' contributions to the well-being of our country and the economy.Labor Day was first celebrated on Sept. 5, 1882, in New York City, in accordance with...
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Friday, June 2, 2023
As you’re getting your student ready for college, there’s probably a lot on your mind. However, there’s one deadline you cannot afford to miss.In some states, deadlines may be even sooner, so plan ahead if you can.To...
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Saturday, May 27, 2023
Memorial Day is a time for Americans to honor and remember those who lost their lives while serving in the armed forces. Veterans will think back on the men and women who served alongside them who gave the ultimate sacrifice for their...
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Tuesday, May 2, 2023
Potential changes to Social Security benefits for 2024 may be on the horizon. Recent projections show that as inflation starts to subside, the COLA adjustment for 2024 may drop from previous levels.
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Friday, March 31, 2023
With so much of our lives spent online, it’s sad to think of losing the important stuff. Pictures of your kids and grandkids; Personal items like cherished emails, texts, and voicemails from loved ones; Or the notes for that book...
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Monday, February 20, 2023
We are pleased to share our latest U.S. Macroeconomic Dashboard. Our dashboard is updated quarterly and offers a high-level perspective of where we currently stand in the economic cycle based on the status of twelve economic...
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Thursday, February 9, 2023
Gearing up for the big game? Here are some fun facts to share among friends...
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Monday, January 30, 2023
January 30 to February 3, 2023, is Identity Theft Awareness Week. The new year is a great time to learn and practice good identity security measures. Here are a few best practices to consider...
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