Our Insights
Keeping our audience informed with market commentaries and thought leadership pieces on key financial issues.
What You Need to Know About College Savings Plans
The cost of attending a four-year college in the United States is high, but the financial benefit of a bachelor’s degree arguably outweighs the cost. Fortunately, families have several options to prepare for the financial cost of higher education, and many of them offer tax breaks and benefits that are worth taking advantage of.
5 Unique Strategies for Giving This Season
The holiday season means getting to spend more time with family and loved ones. Holidays also offer a time for reflection, and sometimes can inspire its spirit of giving. It’s a time to be grateful for what we have, while also looking for ways to help those around us. This post explores giving strategies.
Why Financial Plans Lead to Better Outcomes
‘Financial planning’ is often viewed within the framework of investments and investment decision-making, but the reality is that good planning should address multiple touchpoints in a person’s financial life. We detail four of them in this post.
The Importance of Estate Planning in 2021
In our view, the best way to counter uncertainties in life—and to ensure long-term financial well-being and security—is by having a solid financial and estate plan. In this post, we offer readers six tips for strengthening your estate plan today.