Women and Investing Guidebook

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. We hope you find useful information that helps you make the most of your financial well-being today and every day. [...]

May 10th, 2017|

Top 3 Money Management Tips – Financial Literacy Month

Did you know that April is National Financial Literacy Month? What started out as a financial-literacy awareness day more than a decade ago is now a month-long campaign that has been recognized by Congress every year since 2004. The program is designed to highlight the importance of financial literacy and teach people of all ages [...]

April 25th, 2017|

7 Principles of Long-Term Investing

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors hamstring their potential for success by making fundamental errors in their investing strategy. Over the years, we have observed the effects of fear, greed, lack of discipline, groupthink, [...]

April 18th, 2017|

Giving Back Through Planned Philanthropy

Success in life is about much more than wealth. Giving back to your community and supporting your values through the gift of your resources and time is an extraordinary way to consciously define your family’s legacy. Affluent Americans are becoming more strategic about their giving and want to engage more with nonprofits in their areas [...]

April 18th, 2017|

5 Things Retirees Should Know about Social Security Benefits

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulations. For most Americans, Social Security will provide a significant portion of their income in retirement. According to Social Security Administration (SSA) statistics, Social Security benefits account for about 34 [...]

April 13th, 2017|

401(k) Action Steps To Take Now In Order To Take Charge of Your Financial Life

Research shows the average American employee switches jobs 11 times before retiring. Job changes mean many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that [...]

March 29th, 2017|

Why You Need More Than a Robo-Adviser

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management with very little human interaction at rock-bottom prices. With the increasing popularity of these platforms, you might be asking yourself: Do I even need a [...]

March 23rd, 2017|

Tax Filing Errors to Avoid

The dawn of 2017 brings opportunities to create new resolutions or plans for the coming year — and also marks the beginning of tax season. While tax day on April 18th can seem far off, this year’s deadline will be here before you know it. As you start the process of gathering your tax documents and [...]

February 1st, 2017|

New Whitepaper: 2017 Tax Planning

We’ve all just gone through the holidays, travels, family gatherings, and more. And though life may still be busy, any free moments you can spare for a little tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today [...]

January 11th, 2017|

17 Financial Resolutions for 2017

With the start of the new year, now is the time to start thinking about how you’ll make 2017 fulfilling and fruitful for you and your loved ones. For more than 4,000 years, many people have celebrated the start of their new year by making promises to change their behavior or improve themselves. And it’s [...]

January 5th, 2017|