Articles, Market Commentary
& More

As we celebrate July 4th, it’s a fitting time to reflect on a different kind of independence — the personal freedom that comes from self-reliance and financial confidence.

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.

For plan sponsors, staying informed about these developments is crucial, as their potential passage could require updates to plan documents, administrative practices, participant communications, and investment policies.

The Senate has unveiled its version of the One Big Beautiful Bill Act (OBBBA), a sweeping tax and spending proposal that sets the stage for high-stakes negotiations.

A common objection to international investing is the belief that U.S. companies already offer global exposure. After all, many of the largest U.S. firms—Apple, Microsoft, and Coca-Cola—generate significant revenue from overseas markets. Doesn’t this provide the same benefit as investing internationally?

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Many entrepreneurs don’t follow a traditional retirement path—especially when most of their wealth sits inside the business. Instead of relying on a 401(k) or pension, business owners face more variables. But proper planning can help turn your decades of work into long-term financial security.

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

The U.S. Senate released its version of the One Big Beautiful Bill Act (OBBBA), unveiling key tax provisions that signal a significant and, perhaps more importantly, permanent step forward in tax law—though much debate still lies ahead.

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.