Insights

The retirement challenges facing baby boomers

As baby boomers—one of the largest generations encompassing an estimated 74.9 million Americans—approach retirement, are they ready to face the challenges of their new economic reality? In a study by... Read More

Prediction season

In the coming weeks, investors are likely to be bombarded with predictions about what the future, and specifically the next year, may hold for their portfolios. These outlooks are typically... Read More

Quarterly commentary: October 2016

Despite an initial pullback following June’s unexpected Brexit vote, global markets steadied in the third quarter as central banks remained accommodative and economic fundamentals generally improved. However, familiar macroeconomic themes,... Read More

Quarterly commentary: July 2016

In the second quarter of 2016, Great Britain’s so-called “Brexit” vote, a national referendum on continued participation in the European Union, sparked an abrupt bout of global market volatility in... Read More

Quarterly commentary: April 2016

After a record rough start to the quarter, global equities rebounded as oil prices stabilized and dovish comments and actions by global central banks, including the Fed, helped lift the... Read More

Long-term care: Purchasing insurance

With life expectancy rising in the U.S., many individuals are considering long-term care policies as they prepare for their golden years. Annually more than 8 million people receive support from long-term... Read More

Protect yourself from identity theft

Almost daily, we hear about a major data breach, computer virus, phone scam or other form of identity theft. Plus, it‘s almost impossible to do business and not expose personally... Read More

Should you buy or lease your next car?

If it’s time to replace your car, you’ll need to decide whether to buy or lease your next vehicle. The best option depends on several factors—your budget, driving needs, lifestyle... Read More

Determining the best mortgage for you

Before purchasing a home, you should understand the types of mortgage loans available and determine which one is best for your long-term financial situation. Decide how long you plan to... Read More

Planning for charitable giving

In this season of giving, many take this opportunity to give back to their community, to meaningful causes and to their favorite charities. While supporting the organizations you value is... Read More