Many Americans can reduce their estate taxes through careful estate tax planning.

Volatility is the price of admission to investing and will continue to impact portfolios. Experiencing market selloffs is unpleasant, but annual returns historically finish the year well above the maximum drawdown level.

The stock market is off to a volatile start in 2022, and history suggests it could remain volatile ahead of this year’s midterms.

Despite 2021’s many extraordinary headlines, the S&P 500 traded higher during the quarter and finished the year with a +28.6% total return.

While you were working, you likely relied on employer insurance. After retiring your options will be different and this requires attentive planning and cost analysis.

2021 is quickly coming to an end, and investors are turning their attention toward 2022. Before the calendar turns, we want to take one last look at 2021.

The Omicron variant may increase volatility and cause restrictions to be reimposed, but consumers and businesses are more adapted to living with restrictions.

Household net worth soars during pandemic to $31 trillion from Q1 2020 through Q2 2021.

Why are energy prices soaring?

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.

Congress continues to debate whether to cancel student loan debt.

Recent economic data indicates the COVID-19 recovery is moderating.

COVID-19 case counts are the most important data point driving markets currently. Markets are concerned the highly transmissible delta variant will delay the economic recovery.

Returns on the S&P 500 have held strong after the significant pullback experienced in the early part of 2020.

The Fed is holding interest rates near 0% and expects to keep rates there through 2023