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?

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.

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!

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!

Inheriting money is about much more than just an influx of cash into your bank account. Learn more about the psychology of an inheritance windfall and how you can protect your finances and mental health.

How much do you really know about your employer-sponsored retirement savings plan? If you're like many people, you have many ideas about how your plan works that may or may not be entirely accurate. To gauge your knowledge, take this brief quiz: Are the following statements true or false?

If your child has earned income, they can get started on their retirement savings. When you open a Roth IRA for a minor, you're giving more than just an investment account; you're offering an opportunity to learn about important concepts that could provide a lifetime of financial benefits.

Women entrepreneurs face unique challenges when it comes to planning for retirement. From setting goals to diversifying investments, we share some tips to help women business owners secure their golden years.

America Saves Week is an annual celebration that focuses on saving successfully. This year, the campaign focuses on five critical aspects of saving. Learn more here!

Starting a retirement fund early is great, but it’s never too late to start saving! Here, we share some tips on how to save for retirement later in life.

What are dividend yields, how they are calculated, and how to invest in dividends?

Stock splits occur when a company decides to split a single stock into multiples. Learn more about what this means for investors.

Do you know what a P/E ratio is and, more importantly, how it can help guide your investment decisions? Learn more here!