Articles & Market Commentary

You've chosen your beneficiaries. You've structured your trust. You've thought carefully about what you want to leave behind and who you want to receive it. But there's one decision that quietly determines whether any of it actually works — and...

You've updated your will. Your beneficiary designations are current. Your attorney, CPA, and financial advisor are finally in the same room — figuratively, at least. By every technical measure, your estate plan is in good shape. And yet, the...

Something fundamental is shifting in the world of investing. A new generation of investors has entered the market — and they're playing by a completely different set of rules. Gen Z and Millennials aren't simply buying and holding index funds the...

Graduation season is one of the most exciting — and financially consequential — moments of your life. Whether you're walking across the stage with a high school diploma, a college degree, or a graduate degree in hand, the financial decisions you...