As the last few votes are tallied in the midterm elections and a strong performance by the Democrats brings divided government, the same crosscurrents that have shaped markets this year remain in place.

Treating open enrollment as a financial decision rather than routine paperwork is where the real value lies.

This year brings several changes worth knowing about.

Markets have always had ups and downs, but there are times when the headlines point more to downs while stocks deliver more ups.

The right year-end moves depend on where you are in your financial life rather than a single universal checklist. Each stage calls for distinct guidance.

Maxing out retirement account contributions is more manageable when you start in the fall.

Most people think about taxes in April when the number is already set. But much of what determines it gets decided earlier.

While volatility has increased at times, the backdrop for investors remains fundamentally well supported.

Discover the core responsibilities, the range of services available, and the qualities that define a strong advisor relationship.

Business investment tied to AI continues to support economic growth, productivity gains, and corporate profitability across a growing number of industries.

Their semi-annual update offers a comprehensive analysis of the economic and market environment, highlighting potential implications for you.

Stock market volatility has increased in recent weeks amid the push-and-pull between AI-driven optimism and concerns about high valuations.

Begin early and follow the following good financial habits, and you’ll increase the likelihood that your money will last as long as you will.

Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement.

We continue to see a constructive investment environment, albeit one that will likely require patience and discipline over the balance of 2026.

Historical stock market performance during geopolitical conflicts helps remind us that stocks are far more resilient than the moment may suggest.

For business owners, there are many factors to consider and plan for. The following questions can help you organize your thoughts and prioritize your current needs in preparation for meeting with your financial planner.

Despite the severity of these events and the uncertain path forward, a historical stock market perspective is helpful.

Financial planning creates an overview of all areas of your finances — cash flow, investments, tax planning, insurance, retirement planning, and estate planning — in the context of your business to make sure they work together to pursue your goals.

Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin Warsh as the next Federal Reserve (Fed) Chair. We anticipate a Warsh-led Fed will be able to steer the Federal Open Market Committee (FOMC) toward two rate cuts later this year, with help from easing inflation pressure. Remember, the Chair just gets one vote on the 12-member FOMC, so the health of the labor market and the path of inflatio