Key Retirement and Tax Numbers for 2021

03/02/2021
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Quarterly Perspectives — First Quarter 2018

05/20/2019
On the heels of a historically quiet year in the markets, volatility appears to be returning to normal levels. Read our full perspectives on the economy and markets.

Balancing Your Investment Choices with Asset Allocation

05/13/2019
A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various types of investments using a recipe that's appropriate for you.

Setting Financial and Investment Goals

05/13/2019
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?

Playing Catch-Up with Your 401(k) or IRA

05/13/2019
A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.

The Giving Season: Six Tips for Making Smart and Effective Charitable Donations this Holiday Season

05/13/2019
The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.

Setting and Targeting Investment Goals

05/13/2019
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like.