What We're Thinking
Are You Saving Too Much—and Enjoying Too Little?
For most of our working lives, the financial message is relatively straightforward: save more, spend carefully, prudently invest…
Market Commentary & Outlook — Q2 2026
Capital Markets Performance Global capital markets rebounded from first-quarter weakness in the second quarter. Continued strong corporate…
The Financial Side of Retiring to a New State
Sometimes it’s the warmer weather. Sometimes it’s a decision to live closer to children and grandchildren, to reduce…
Protecting Your Family in an Era of Financial Scams
Financial scams used to be fairly easy to detect. They often arrived as poorly written emails, suspicious phone…
Losing a Spouse: Navigating Grief and Financial Decision-Making
Few life events bring as much emotional and financial change as the loss of a spouse. Still, this…
Market Commentary and Outlook — Q1 2026
Capital Markets Performance Global capital market volatility intensified during the first quarter. Early in the quarter,…
There’s a Lot of Uncertainty in the Markets. Here’s What You Can Do
Market movements often feel like a personal challenge. When headlines flash red and volatility spikes, the natural human…
Planning to Relocate or Buy a Vacation Home? What to Consider First
For many families, the idea of a vacation home carries an emotional pull that goes beyond square footage…