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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT IS Video

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
How to decipher the Fed’s quarterly “dot-plot” chart.
Financial planning is about more than sticking to a budget—it’s about taking control of your financial future.
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.
Find out how tax-loss harvesting could be used to potentially offset gains in your portfolio and what to watch out for when doing it.
Find out how you can how you can use technical and fundamental indicators together to figure out whether it might be a good or bad time to enter a trade.
Find out how you can how you can bring several technical and fundamental indicators together to help you decide which stocks to trade and which to avoid.
If you’re deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.
Find out how tax rates and brackets influence what you pay in income tax, how the 2018 changes to the tax law impacted rates and brackets, and what the new bracket ranges are for 2020.