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Insights

Discover valuable insights on key financial topics in our library. We regularly update it with new articles and relevant information.

From Our Desk

Quarterly Market Newsletter

QUARTERLY NEWSLETTER

2ND QUARTER 2026

Investors largely looked through short-term volatility as corporate earnings continued to provide a solid foundation for the market. First-quarter earnings for S&P 500 companies grew...

Medicare and Retirement Plannig

MEDICARE AND RETIREMENT PLANNING

MORE CONNECTED THAN YOU THINK

Healthcare is often one of the largest expenses retirees face. While many people spend years preparing for retirement, Medicare decisions are sometimes left until the last minute.

Estate Planning and Transfer of Wealth

ESTATE PLANNING

CREATING MORE INTENTIONAL TRANSFER OF FAMILY WEALTH

For many families, the wealth accumulated over a lifetime represents far more than money. It reflects years of work, saving, investing, and sacrifice ...

Do You Know How Your Financial Advisor is Paid?

DO YOU KNOW HOW YOUR FINANCIAL ADVISOR IS PAID?

TYPES OF ADVISORS

Often, financial advisor compensation is misunderstood.  A 2023 survery found that 36 percent of investors were confused about how they were paying their advisor.

Is There a Retirement Savings Crisis?

IS THERE A RETIREMENT SAVINGS CRISIS?

YOUR MAGIC NUMBER

One of the more common questions I receive is, “How much do I need to retire?”  Many soon-to-be retirees agonize over their retirement savings. 

What We Are Watching

The Retirement Gamble

THE RETIREMENT GAMBLE

PBS FRONTLINE

The 401k Fallout

THE 401K FALLOUT

CBS 60 MINUTES

Investment for Retirement Schwab

INVESTING BASICS:
PLANNING FOR RETIREMENT

CHARLES SCHWAB

Is Your 401k Plan Good or Bad?

IS YOUR 401K PLAN

GOOD OR BAD?

CBS MONEYWATCH.COM

What We Are Reading

Questions to Ask a Financial Advisor

FIVE KEY BENEFITS OF INDEPENDENT FINANCIAL ADVISORS

CHARLES SCHWAB

MUTUAL FUND FEES AND EXPENSES

MUTUAL FUND FEES
AND EXPENSES

SEC

THE TRUTH ABOUT EQUITY-INDEXED ANNUITIES

THE TRUTH ABOUT EQUITY-INDEXED ANNUITIES

FORBES

Target Date Funds

TARGET-DATE FUNDS

MARKETWATCH

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