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Investments

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

Posted June 3, 2025

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals worldwide is private placement life insurance (PPLI). In the simplest […]

4 Savings Strategies for Recent College Grads By Brendan T. Hayes

Posted May 20, 2025

As college graduates embark on their professional careers, they should consider the following savings strategies to help prepare them for a sound financial future. Like most things in life, the earlier you start planning and preparing, the more likely you will achieve your goals. Employer-Sponsored Savings Plans While retirement may seem like a long way […]

Avoiding Emotions and Knee-Jerk Reactions in Times of Market Volatility By Scott Montgomery, CLU, ChFC

Posted April 11, 2025

Equity markets offer investors numerous opportunities to build wealth, but they also entail significant risks, including market volatility. While stock prices may rise and fall for various reasons, extended periods of uncertainty can roil markets and prompt investors to make rash financial decisions based on emotions rather than facts. The current surge in volatility is […]

7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC

Posted March 5, 2025

If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long term. Following are seven smart money moves to help you use a windfall of money […]

Why Invest in Stocks? by Shane Phillips, CFA, CAIA, CFP®

Posted February 20, 2025

The decision to invest in stocks is one that individuals must take the time to consider carefully, weighing the risks and rewards in the context of their unique facts and circumstances. In general, stocks carry far greater risks than other investments, such as bonds and cash. Investors must contend with market volatility based on economic […]

What is Asset Diversification and Why is it Important? by Olga Ismail, AIF®

Posted February 4, 2025

Asset diversification is an investment strategy designed to help investors minimize exposure to market volatility while attempting to maximize opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash and other assets could […]

Is Now the Time to Consider Insurance Products to Generate Guaranteed Income in Retirement? by Scott Montgomery, CLU, ChFC

Posted December 3, 2024

High interest rates and persistent inflation have raised red flags for many investors nearing or entering retirement. In this uncertain environment, soon-to-be retirees are increasingly turning to annuities to help diversify and protect their retirement savings while creating a steady and predictable income stream for all their remaining living years. Determining whether annuity products are […]

3 Considerations Before Making a Roth Conversion By Robert Mark Weiss, CFA

Posted November 13, 2024

Converting a traditional IRA to a Roth IRA can be a smart option for individuals seeking tax-free growth and the flexibility to take tax-free withdrawals in retirement or pass their savings to future generations free of federal income tax. However, employing this strategy contains significant financial implications that individuals must address and carefully plan for […]

Four Steps to Take Charge of Your Finances Now By Olga Ismail

Posted October 16, 2024

In our busy lives, it is not uncommon to put off for tomorrow the things we do not have time for today. This is especially true for things that make us uncomfortable or require significant time and effort to squeeze into our already hectic schedules. However, by sweeping these issues under the rug, you are […]

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