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Insights & Ideas

Keeping you at the forefront of modern investing
Mike Townsend takes a closer look at the SECURE Act, the most significant change to retirement savings law in at least a decade.
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The SECURE Act affects retirees, new parents, small business owners and employees, as well as estate planning.
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.
Bollinger Bands® help you identify sharp, short-term price movements and potential entry and exit points.
Learn the features and tactics of common investment scams.
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Facing retirement together? Beware of these lifestyle issues that can affect your finances—and your relationship.
Recent changes to retirement savings rules have caused some confusion. So what do investors need to know to navigate the new law?
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The receding risks posed by Brexit and the trade wars should provide a tailwind to Europe’s economy.
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Federal estate taxes apply to only a small fraction of taxpayers. But even if you don’t have to pay federal estate taxes, you may be on the hook for state taxes.
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Despite their relatively high risk, the yields offered by high-yield munis compared with other alternatives are lower than they have been in the past.

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