How to Help Mitigate the Negative Impacts of Market Swings
Review how to better prepare your portfolio for a downturn – and how to potentially take advantage of one when it occurs.
Markets & Investing
The Psychological Side of Spending Your Retirement Savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Uninvited Guest Spooks Holiday Markets
11/30/2021
Volatility jumped at the end of November after a month of largely positive fundamentals.
Markets & Investing
“No Kids” Shouldn't Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
Estate & Giving
A Step-by-Step Guide to Hosting a Family Meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Spark Meaningful Family Conversations During the Holidays
Find the right words to connect with loved ones and capture their stories.
Family & Lifestyle
Stocks Climb Higher on Strong Earnings, Reduced Tax Concerns
11/1/2021
Domestic equity indices recovered from September losses and pushed to new record highs.
Markets & Investing
5 Benefits of Donating Appreciated Stock
Giving appreciated equity can be a gift for both you and your favorite charity.
Estate & Giving
6 Things to Remember When Markets Fall
It's natural to be nervous when the markets head for negative territory. Keep a positive perspective with these six investing reminders.
Markets & Investing
Reconciliation Bill Evolves; Tax Rate Increases Less Likely
"At this time, there are not enough votes to pass a corporate tax rate increase," writes Raymond James Washington Policy Analyst Ed Mills.
Economy & Policy
Give Wisely to Maximize Your Charitable Impact
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
