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No matter where you want to go, we'll help you get there, together. Whether it’s ideas from the industry or emerging trends, you can read about them on our Financial Services blog.

Monday, May 3, 2021

The Biden administration came into the White House promising both a large COVID-19-relief bill and a dramatic infrastructure overhaul. With the COVID-19-relief bill now a law and the recent introduction of two massive pieces of...

Tuesday, April 20, 2021

Participant Data NOT a Plan Asset Another federal court has weighed in on the status of participant data as a plan asset. The lawsuit filed in January 20201, alleged that Fidelity breached its ERISA fiduciary duties and engaged in...

Wednesday, February 10, 2021

Recently, Jeff Bezos, one of the wealthiest people in the world, announced he would take a different role at his company. Corporate moves make the news all the time, but for the largest companies, the story can jump from the business...

Friday, February 5, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...

Tuesday, February 2, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

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Tuesday, January 19, 2021

The personal savings rate in the United States, which is the amount of income left after taxes and household spending, has reached some significant milestones. In April, when much of the country stayed home to avoid the COVID-19...

Tuesday, January 12, 2021

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”The...

Friday, December 4, 2020

With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may...

Friday, July 10, 2020

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

Wednesday, July 8, 2020

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...

Sunday, June 21, 2020

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...

Friday, June 19, 2020

In economics, one might classify statistics that measure overall business activity as either leading indicators, lagging indicators, or coincident indicators.Leading indicators attempt to point toward a future activity while lagging...

Friday, June 12, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Friday, June 5, 2020

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

Monday, June 1, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...

Tuesday, May 26, 2020

Upbeat comments by the Federal Reserve Chairman and more signs of an economic turnaround combined to help fuel a powerful rally in the stock market last week.The Dow Jones Industrial Average rose 3.29%, while the Standard &...

Monday, May 18, 2020

Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%, while the Standard...