Individual Investor Insights

General Investing View All

Wag the Dog? Take the Lead Instead

Circumstances shouldn’t be the tail that wags your investments. Stick with the fundamentals.

Building a Growth Engine

How you think about growth depends on what kind of investor you are--just starting out, learning more or taking it to the next level. Which one are you?

6 Trends in ESG Investing

Climate change, cybersecurity (including privacy), technological advancements and demographic changes were already altering the investment management landscape before COVID-19. In our view, the pandemic has helped hasten a shift toward sustainable investing.

    Retirement View All

    RMDs: Should You Reinvest, Spend or Share Them?

    Once you turn 72, you'll need to take an annual RMD from your retirement accounts. What can you do with the money if you don't need it?

    How FIRE Can Help Anyone Retire

    The FIRE (Financial Independence, Retire Early) movement has gained momentum around younger investors, but this strategy can benefit those closer to retirement, too.

    Social Security: One Size Does Not Fit All

    Hear Financial Consultants Tony Marquez, CFP® and Chris Goodwin as they walk through different scenarios for claiming, filing early or late, working while claiming social security and more.

      College Investing View All

      529 Plans: Not Just for Tuition (and Other Myths Busted)

      529 education savings plans aren’t as restrictive as you might think. Learn how to take advantage to invest in the future.

      5 Quick Year-End Tax Tips

      Tax Day might seem far off, but you still have time to beat year-end deadlines to help reduce your tax bill and boost next year’s refund. Here’s how.

      Three Reasons to Give the Gift of College Savings

      Gifts are important to kids. So is an education. Start a new tradition with college contributions.