Market Insights

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How Can You Manage Your Emotions While Trading?



Market commentary

  • Why Longer-Term Treasury Yields Are Rising


    In many ways, it appears that the market is disconnected from the current state of the economy and politics.

  • The Biden Administration: Five Names to Know


    Their decisions in the coming months could have an impact on the markets and investors.

  • Converging and Diverging Economic/Market Trends


    As a review of the year that was, today’s report analyzes and dissects the nature of the K-shaped recovery in both the economy and stock market.

Timely strategies

Planning & investing

Planning & investing

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Personal Finance Calendar for 2021

Our month-by-month guide to help get your finances in top shape this year.

Near or in retirement

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Can I Lower My Income Tax Bill Now That I’m Retired?

Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.


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Why Investors Should Consider Taxable Municipal Bonds

Taxable municipal bonds can offer higher yields without excessive additional credit risk.

Your frequently asked questions about volatility

Your questions about volatility

Will the Federal Reserve and government stimulus spending eventually lead to inflation?
How can I take advantage of market volatility as a trading opportunity?
I'm retired. Can I skip taking Required Minimum Distributions (RMDs) this year?

Concerned about how recent market volatility may affect your investments?