Insights

Guidance for your pursuit of financial freedom

    Markets & the Economy33 Articles

    Dog looking sad with its head on a desk

    Tue, Jun 3, 2025

    What Can You Take Away From the Consumer Confidence Index (CCI)?

    Can this economic indicator reveal whether we’re in a recession? Discover how consumers’ attitudes are measured and what we can learn from them.

    White puzzle pieces

    Tue, Mar 19, 2024

    The 4 Stages of the Stock Market Cycle – And What Drives Them

    Take into account these four marketing cycle stages as you evaluate your own portfolio’s performance.

    White House press briefing room

    Wed, Mar 13, 2024

    3 Pitfalls of Politics and Investing… And How to Avoid Them

    Lawmakers in Washington can have a real impact on the stock market. Here’s how you can react.

    Earth From Space

    Wed, Mar 6, 2024

    Emerging Market Equities – An Undervalued Opportunity?

    The 24 countries in the Emerging Market Index represent 90% of the world’s population and 80% of the world’s GDP. So why is this market undervalued? More importantly, should you get invested?

    Couple talking with a wealth advisor

    Tue, Jan 2, 2024

    2024 Wealth Planning Guide: Your Month-by-Month Checklists

    Financial checklists, deadlines to mark in your calendar, and monthly tasks – this guide is designed to make wealth planning easier in 2024.

    Autumn leaves frame the front of the Treasury Building.

    Tue, Dec 26, 2023

    How Has the Stock Market Performed During Recessions? You Might Be Surprised

    You might be surprised to learn that there’s no clear pattern of whether stocks go up or down in recessions, even though the headlines tell you otherwise. But there IS one virtual certainty. Read on to discover this surprising insight – and what it means to investors like you.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.