ONLINE EXCLUSIVE: Managing the Longevity Equation with Annuities

As you help your clients build wealth and plan for the future, there are many difficult discussions to be had along the way. There are certain topics—whether it’s long-term care coverage or estate planning—that many individuals would rather not think about. But perhaps the most fraught-filled conversations for clients are those centering on the possibility of outliving their money and facing a crisis in retirement.

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Planning Your Charitable Giving for 2019

A new year has begun. It’s time to evaluate what worked well for you financially in 2018 and whether you need to make any changes for 2019. As you do that, you’ll want to put together a plan for this year’s charitable giving.

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Market Update for the Month Ending January 31, 2019

New year kicks off with stock market rebound

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2019 Economic and Market Outlook: Not a Bad Place to Be

As we approach year-end, we find ourselves in unfamiliar territory. Over the past several years, despite mounting worries about politics and other issues, the economy—and the stock market—have kept growing. In the first half of 2018, the markets were moving higher, albeit with a few breakdowns, and economic growth was accelerating. People were increasingly confident, believing the worst was behind us. It seemed we had finally found a safe place after the heartaches and losses of the financial crisis.

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Market Update for the Quarter Ending December 31, 2018

Terrible December caps off tough year for markets

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2018 Market Decline

Will the Market Keep Dropping?

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