Weekly Market Commentary

Artificial intelligence is changing nearly every industry, and financial services are no exception. Today, consumers have access to sophisticated calculators,… Read more: The Human Advantage: Why Financial Advice Matters More in the Age of AI

By Sarah Brenner, JD Director of Retirement Education The SECURE Act, the SECURE 2.0 Act, and subsequent regulations have brought… Read more: The Look-Through Rules for Trusts

By Andy Ives, CFP®, AIF® IRA Analyst Anyone with a traditional IRA can do a Roth conversion. As long as… Read more: The Roth Conversion Transaction Custodians Dislike

Giddy up!  US equity markets ripped higher in the first week of August as 2nd quarter earnings continued to impress.  According… Read more: Weekly Market Commentary

As retirement approaches, one question becomes increasingly important: How do you continue growing your retirement savings while protecting what you’ve… Read more: Fixed Indexed Annuities: A Retirement Strategy Designed for Growth Potential Without Direct Market Risk