Insights for clients invested in their financial futures


4 Ways to Invest Abroad

Foreign stocks are again competitive with their domestic counterparts. Here are four ways to gain exposure.

August 14, 2023

Preserving Family Wealth

Good communication and a clear mission can help cement your family's legacy for generations to come.

August 14, 2023

Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

August 11, 2023


Trading Strategies and Tips

Randy Frederick, Nathan Peterson, and Joe Mazzola discuss the methods they use and share lessons they've learned that helped them become seasoned traders.

August 14, 2023

The Effects of Higher Rates

A look at who benefits and who suffers when the Federal Reserve raises interest rates.

August 11, 2023

Creating a Special-Needs Trust

For estate owners who have heirs with disabilities, providing financial support is paramount. A special-needs trust can help protect vulnerable family members without affecting government benefits.

August 11, 2023

Big picture

Should I Reinvest Dividends?

Reinvesting dividends can improve your returns.

August 14, 2023

Word of mouth

4 Questions Clients Are Asking

Top wealth strategists discuss some of the most pressing concerns they're hearing from clients today.

August 14, 2023

Your Nest Is Empty—Now What?

After years of focusing on your kids, it's time to focus on yourself. Here's what empty nesters need to know about planning for their next big milestone: retirement.

August 11, 2023

How to Maximize Travel Points

The Points Guy shares tips for making the most of your travel perks.

August 09, 2023

Quick takes

Life Events and Taxes

Life's major milestones can have implications for your taxes. Here are tips to help get ahead of them.

August 15, 2023

529s for Multiple Generations

Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.

August 14, 2023

What To Do If Your ETF Closes

All is not lost if your ETF closes. Here's why it may happen and what to do if one of your funds shutters.

August 11, 2023

College Housing: Rent or Buy?

Rents in college towns are soaring. Should you buy a house for your college student to live in?

August 11, 2023

How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 09, 2023

From our leaders

The Future of Innovation

Walter W. Bettinger II
August 14, 2023

Interest-Rate Anxiety

Charles Schwab
August 14, 2023

From the archives

Retirement Health Care Costs

Four tips for managing health care costs in retirement.

March 04, 2022

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

March 04, 2022

4 Ways to Fight Identity Theft

How to keep fraudsters from stealing your identity.

March 04, 2022

BDCs: High Yields, Big Risks?

Business development companies are known for attractive yields—but are they worth the risks?

March 04, 2022

SLAT Trusts for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

March 04, 2022

Cryptocurrencies and Taxes

Virtual currencies can result in real tax liabilities.

April 07, 2022

Trading and Social Media

Social media is full of trading tips—but should you listen?

April 07, 2022

Weathering a Recession

How to help position your portfolio in anticipation of an economic downturn.

November 09, 2022

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