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Money can be a sensitive topic in any relationship, but with some effort and communication, couples can work together to ensure they are on the same page about money and make their financial lives easier.

Many investors rely on bonds as a core component of their asset allocation for income and stability. This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.

In 1978, sportswriter Leonard Koppett created the “Super Bowl Indicator,” or SBI, which is based on this principle: If the NFC team, in this case, the Philadelphia Eagles, defeats the AFC team, the Kansas City Chiefs, the stock market will finish higher in the upcoming year. If the AFC team wins, we can expect a decline for the coming year.

In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.

Financial stress can be especially acute at the start of a new year, when most of us are setting financial goals and trying to get our finances in order. Here are some tips to help keep stress at bay.

In retirement, many people begin to think about their long-term financial plans. However, it’s also a time when they consider their health and how it may decline in the future. Thoughtful preparation can help protect your assets and ensure that your loved ones can more easily carry out your final wishes.

Turning the page to 2023, it’s the land of the unknown. It’s fair to ask: “Will things get better?” In response, one could say — it’s hard to imagine there’s much left that can surprise the markets.

Scammers invent new, more sophisticated ways to steal identities every day. With tax time just around the corner, it may be helpful to learn some of the ways criminals may try to steal your identity.

On January 19th, the U.S. hit its debt ceiling at a staggering $31.4 trillion. Raising the debt ceiling requires Congress to set a new limit. It appears we may be on track for heated discussions surrounding the debt ceiling this year.

If you’re worried about markets and the economy, focus on what you can control and keep it simple. Here are three simple ways to direct your resources and your attention toward the things that matter to you.

The college application process is full of deadlines, essays, and extensive forms, not to mention the organizational skills needed to pull it all together. If you have a child who hopes to attend college one day, here are some tips to help make the process a little easier.

Since the passage of SECURE 2.0 at the end of 2022, it is likely that many employers are reviewing their plans in anticipation of incorporating some or all of the revisions. This means that it’s probably also a good time to review some basics of non-discrimination testing.