Your Shifting Risk Tolerance

When you created your investment strategy, your asset allocation should have reflected your goals, time horizon, and tolerance for risk. But over time, any of those three factors may have changed, and your portfolio may now need adjustments to reflect your new...

Yours, Mine, and Ours: Estate Strategies for Second Marriage

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 Unlike a typical first marriage, second marriages often require special consideration in order to address children from a prior marriage and the...

September 2, 2025 Weekly Market Insights

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19 percent. The Dow Jones...

Buying a Home

When people talk about the American Dream and what it means to them, buying a house is often near the top of the list. However, the care and responsibilities of owning a home can sometimes be overlooked: You’re not only buying the house but also committing to a new...

Women and Wealth: A Pivot Towards Retirement

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers. For women approaching retirement age, it is crucial to consider various tips and strategies to ensure a smooth and...