Articles, Market Commentary
& More

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

In today’s dynamic workplace, financial wellness has evolved from a perk to a strategic priority. Forward-thinking plan sponsors recognize its power to reduce employee stress, improve productivity, and strengthen retirement outcomes through personalized, accessible, and comprehensive financial well-being programs.

Employees in the sandwich generation face unique financial pressures as they support aging parents and dependent children while saving for retirement. How can 401(k) plan sponsors provide targeted resources, plan features, and benefits to help ease their financial burden?

Building a lasting legacy is a common goal for many families, but transferring wealth across generations can be a daunting task. However, the right approach can help you overcome this challenge.

Helping your grandchildren pay for college can be a rewarding way to support their future. By designing a retirement blueprint, you can determine how much you can afford to contribute without compromising your own financial security.

The death of a spouse is a profound loss, often leaving the surviving partner to manage finances alone. For one hypothetical couple—“Nancy” and “James,” married for over 50 years—this became a reality after James passed away.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind.

Losing a spouse alters every part of life—including your finances. With these financial tips for widowers and widows, you can regain control and protect your future. Budgeting won’t fix your grief, but it can offer a sense of security and independence when you need it most. 

Higher education can be an expensive endeavor, so finding ways to return some of that money to your pocket can help you cut costs. One way you might qualify involves education tax credits.

Tax season may be over, but it’s never too early to start planning for next year. If you owed more than expected, now’s the perfect time to adjust your strategy.

As we celebrate the special women in our lives, let’s also acknowledge the valuable financial lessons they taught us. From “save for a rainy day” to “be yourself,” moms have a way of imparting timeless wisdom that can guide our financial decisions.

Taxes often get attention only at filing time, but effective tax planning is a continuous, year-round process. By staying proactive, you can help reduce tax surprises, uncover valuable savings, and better align your financial decisions with long-term retirement and wealth-building goals.