Private Wealth Financial Advisor, Managing Director - Investments
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Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read an article in its entirety.
As of December 2024, the U.S. national debt was a record $36.17 trillion, while the 2024 deficit of $1.83 trillion was the third highest on record.
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Auto insurance premiums increased more than 18% between July 2023 and July 2024. This article outlines some steps that may help reduce premiums.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
This article looks at some of the demographic trends and economic challenges related to global aging.
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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