News & Insights

If you want to put your head down and just get through the rest of December so 2020 can be over, we get it. In the midst of canceled plans, work stoppages or adjustments, complicated family decisions, and (as if that weren’t enough) financial challenges, many Americans feel like they haven’t had much control over anything this year. But there’s one area where your actions can make a big difference today and down the road: your finances. So even though there are plenty of unknowns ahead, follow through on these 5 financial actions before the ball drops on December 31st to give yourself a leg up.

While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude since the Pilgrims arrived on our shores. Since then, our country has experienced wars, depressions, natural disasters, social upheavals, and international crises, and still we come together at this time of year to remember what’s important and be grateful for what we have. This year, in the middle of a global pandemic and a charged election season, we think it’s more important than ever to celebrate Thanksgiving and turn our minds to our many blessings.

While creating a financial plan is in a different category than buying a car or putting an offer on a home, we believe it’s just as significant of an investment. It’s important that you know what to expect before you commit to the financial planning process with a particular professional.

Only 16.4 percent of U.S. high school students are required to take a personal finance course. It's up to you as a parent to teach your children financial basics. Here are 5 steps to get you started on the right foot.

While it’s normal to hear about potential tax changes, jobs, and trade policies at this point in an election year, the impact of COVID-19 on our economy has made politicians’ promises to decrease unemployment, cut taxes, and increase GDP even more attractive. But an important question remains: How much power does the President truly have over the economy? Will their plans really make a difference?

The global pandemic has changed the way we interact with others - including your financial advisor. Should you consider working with a virtual advisor full time, or are you better off searching for someone local?