Keeping You Informed 

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

A look at what you need to think about when buying a home.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors.

The Federal Reserve emphasized that while there is uncertainty around tariffs and inflation, these concerns need to be balanced against supporting the job market. Markets have hovered near all-time highs recently, suggesting that investors agree with the trajectory of Fed policy and have confidence in the economy. What does a potential rate cut mean for long-term investors given the overall outlook?

When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and gradual, both require careful planning and protective measures. Economic forces are no different - the most challenging situations that households and businesses face aren't always sudden and obvious, but can play out over many years. In the case of inflation, the risk of both sharp price increases and the gradual erosion of purchasing power are affecting financial markets today.

The challenge facing investors today isn't whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management.

How reliable is Government Data? Conflicting data points create uncertainty for investors and policymakers, making it challenging to make financial decisions when the numbers themselves are questioned.

What do corporate earnings reveal about tariffs? While investors always look to corporate earnings for clues about how businesses are performing, the current earnings season arguably carries greater importance due to tariffs. Although major stock market indices have reached new all-time highs as trade tensions have stabilized, there is still uncertainty as to how tariffs might affect consumers and businesses. Fortunately, new trade agreements are being announced, and corporations are reporting earnings that are beating expectations.

Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials and the Fed, since they each have unique goals and incentives.

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

Social Security, one of the most important government programs for retirees, has evolved over its 90-year history. As the aging population grows, so too do concerns about whether Americans will be able to rely on benefits in retirement. How has social security evolved? Will Social Security be there you?

What's the difference between HSAs and FSAs?

Dreaming of a vacation but don’t want the debt? Check out these smart tips for planning a budget-friendly trip without financial stress!

Struggling with a financial setback? This guide offers practical steps to rebuild your finances, from budgeting and debt repayment to boosting your income and securing long-term stability. Read more.

Cyber threats can be highly detrimental to a business, but the proper security measures can keep your data and finances safe. Learn how to protect your company from cyberattacks with these essential steps.

How much should you save for unexpected expenses? Learn how to build the right emergency fund for your financial situation with these tips and tricks!

Recently inherited an IRA? The wrong move could cost a boat load in taxes and penalties, but you have options. Here are 5 things you can do with your new inheritance.

Financial literacy is the key to a secure future. Read more about why we should teach teens and young adults how to budget, save, and make smart money decisions!

529 plans were originally created in 1996 as a tax-advantaged way to save for college. Over the past several years, Congress has expanded the ways 529 plan funds can be used, making them a more flexible and versatile savings vehicle.

You’ve likely considered using apps or spreadsheets, which are great strategies, to stick to a budget. Here, we share a few more ways to simplify your budget.