Keeping You Informed 

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

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

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

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

Have you received an inheritance and aren’t sure what to do next? Learn how to decide whether to spend, save, or invest so you can honor your loved one’s gift while securing your financial future.

Financial stress can affect both mental and physical health. This article explores how mindfulness and meditation may help individuals manage financial anxiety, improve focus, and approach money decisions with greater clarity and intention.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

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

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

This article examines one's options when receiving a work bonus or other financial windfalls.

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

Why does wealth Transfer matter? How much money will be transferred to the next generation? How does planning help ensure a lasting legacy? Over the next two decades, an estimated $84 trillion will transfer from the Silent Generation and Baby Boomers to younger generations, in what economists call the Great Wealth Transfer.1 This shift represents more than just money changing hands – it's already reshaping how families think about financial planning, charitable giving, and building lasting legacies with advanced planning strategies.

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

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.

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!

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!

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.