Articles, Market Commentary
& More

This story is one of the most vivid reminders of why international diversification matters and why assuming that today’s winners will always lead is a dangerous game.

For those earning above specific income thresholds, IRMAA applies to both Original Medicare and Medicare Advantage enrollees, significantly increasing monthly costs. If you’re navigating Medicare costs or planning for retirement, this overview can help you understand the impact of IRMAA and the steps you can take to effectively manage your premiums.

Losing a loved one is overwhelming, and managing their estate adds complexity. Executors, trustees, or personal representatives must handle final expenses, legal filings, and tax requirements. Understanding necessary tax returns, including individual, estate, and trust filings, helps ensure compliance during this challenging time.

For many plan sponsors, navigating the complexities of fiduciary duties and investment management can be daunting. This is where understanding fiduciary roles can make a world of difference.

If you’re a plan sponsor, it’s time to do a year-end check on your company retirement plan. It’s a good time to make sure everything is in tip-top shape as you and your team head into tax season.

Securing the right care is paramount when facing a challenging health diagnosis. Addressing urgent financial tasks to protect your future and reduce stress for loved ones is also critical.

Wallets are becoming less common in today’s world, a trend we’ve discussed before. The rise of smartphones, capable of handling everything from digital payments to transit access and even building entry, has redefined how we think about the traditional wallet.

Life often feels overwhelming, especially during the holiday season. But a simple story about a jar, golf balls, and coffee offers powerful insight: focus on what truly matters. Prioritize the essentials, cherish connections, and always make space for moments of joy.

Whether you’re new to giving or a seasoned philanthropist, this recorded webinar offers insights and tools to help you create a lasting, meaningful impact.

Are you tired of shivering during the cold winter months? Maybe you’re ready to join the leagues of retirees who migrate to a warmer climate when the first frost occurs each year.

Don’t let the joy of the holidays strain your budget and sanity. By planning ahead and focusing on meaningful experiences, you can create a festive and financially responsible season.

Nearly a third of annual giving happens in December and donation requests are likely flowing into your inbox. But be wary of some common charitable scams.