Women to Watch: Help us find the next generation of female leaders

Nominations are open, and your participation can play into the bigger picture of advancing our industry

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Market Update for the Month Ending May 31, 2018

Mixed May for markets

U.S. equities and fixed income rallied in May while foreign stocks declined. The Dow Jones Industrial Average was up 1.41 percent, the S&P 500 Index gained 2.41 percent, and the Nasdaq popped 5.50 percent.

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Tax Planning Doesn't Stop on Tax Day

Studies show that a tax-efficient approach to investing can boost incremental after-tax returns

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Market Update for the Month Ending April 30, 2018

Markets start to spring back

U.S. markets rebounded in April after two turbulent months. The S&P 500 Index gained 0.38 percent, the Dow Jones Industrial Average was up 0.34 percent, and the Nasdaq Composite posted a 0.08-percent return. 

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Are You Making These Security Mistakes with Your Smartphone?

It’s tough to remember how we managed our daily lives without smartphones. How did we get around town without quick access to Google Maps? Pay our bills on time before we had credit card and banking apps? Or let someone know we were running late without text messaging?

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Finding the Right Risk Management Tool and the Right Time

Each generation of people has different financial and risk management needs, and those needs evolve over time. Helping your clients identify key concerns at various milestones is a great way to start a conversation about their present and future circumstances. Often, they may not be aware of gaps in their financial plan.

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