Investing & Markets

Practical insights from our advisors on planning, investing and living well.

Dear Valued Investor: Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and

In late June we all received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European

The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old”

I recently attended the Barron’s Top Independent Advisors Summit and one of the most fascinating sessions was on “Everything Investors

Does the recent downturn in the market have you second guessing your investment choices? Don’t worry, you’re not alone. The

Planning for 2016 could be confusing and investors still need to be watchful. Rising interest rates, a volatile stock market,

Peter Lynch, the famous stock picker once said, “Most investors would be better off in an index fund.” I wondered

Typically, bond prices and interest rates move in opposite directions. This means that when interest rates rise, bond prices tend

Now is an ideal time to review or revisit your bond holdings to identify what, if any, changes you may

August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common.

Inflation sometimes seems like one of those afflictions of an era long since passed into the history books. While it’s

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