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News and Insights
Access our latest insights on the stock market, important financial planning topics, and trends in the economy.


The Government Shutdown: What It Means for You
Wondering what the government shutdown means for you? Learn how it impacts daily life, markets, and your money. Read our full update today.


The Importance of Financial Literacy for Kids
Teaching kids about money early builds lifelong skills. From saving and spending to budgeting wisely, these lessons help children form smart habits and avoid costly mistakes in the future.


The One Big Beautiful Bill Act: Summary of Relevant Tax Changes
The One Big Beautiful Bill Act was signed on July 4, 2025, and is making sweeping tax changes. Learn about the key provisions that could impact your financial plan.


2025 Midyear Outlook: What’s Next for the Economy and Your Investments?
The first half of 2025 brought market swings, trade policy uncertainty, and debates over taxes and spending. Our midyear outlook breaks down what’s driving the economy, how interest rates and earnings forecasts may shape the months ahead, and what it all means for your investments.


Why Artificial Intelligence Can’t Replace Your Financial Advisor
AI can assist, but it can’t replace real relationships, emotional insight, and the personalized advice of a trusted financial advisor.


Investing in Their Future: What Families Should Know About 529 Plans
Learn how a 529 plan can help you save for a child’s future education. Discover tax benefits, flexibility, and how to start planning early.
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