Individual Investor Insights

General Investing View All

Investing Is About People

It’s the time of year to be thankful. See why we’re grateful for all of our clients and how those relationships make our business worthwhile.

Winning with Defense

Looking for defensive investments to help combat market downturns?

When Too Much of a Good Thing Is Bad for Portfolios

What happens when growth stocks perform better than value stocks?

    Retirement View All

    On Track for Retirement? How to Save in Your 40s & 50s

    How should you save for retirement in your 40s and 50s? Learn tips and strategic moves like paying down high-interest debts.

    Busy Biz Owners: Find Time for Retirement Planning

    It's hard to find the time to plan for retirement when you're a busy small business owner—but it's important to do. Learn your options and plan ahead.

    What’s the Best Retirement Plan for Business Owners?

    As a small business owner, you don’t get a 401(k) or other retirement account from an employer. So what kind of retirement plan options do you have?

      College Investing View All

      Crowdfunding College—Learn How Gifts Can Boost Savings

      Boost savings and lessen the need for loans. Have loved ones give money towards college for holidays, birthdays and other milestones.

      Learn the Essential Terms of Paying for College

      Learn the definitions of the top terms and acronyms you’ll encounter when saving for and paying for your children's college educations.

      Give and Receive with Accelerated 529 Gifting

      Beyond the tax-advantages afforded by 529 plans, gifting money for college may help fulfill a child's dreams for the future. An accelerated gift may also reduce the benefactor's estate taxes. This can add up to good news for college-bound recipients and gift givers alike.