Before 2017 is up, be sure to check this tax planning item off of your checklist: tax-loss harvesting opportunities.
The market has continued to soar to record highs and shows no sign of slowing. Should long-term investors be worried?
Our advisors explain why staying disciplined during economic and geopolitical uncertainty can be important for a successful long-term investment strategy.
If you are a recent graduate with a well-paying job, you may now face a dilemma: do I begin saving for my future, or do I pay off my student debt now?
With the 10-year anniversary of the Great Recession (and our company!) approaching, here's what we can learn from major moments in market history.
The third quarter of 2017 saw equity and fixed-income markets continue their upward momentum, both here in the U.S. and abroad. It has been a banner year thus far for risk assets, by most measures. In September, the Federal Reserve announced a much-anticipated plan to begin the unwinding of its balance sheet (starting in October) and stood pat on interest rates. This news was digested with little market agitation. Overall, the third quarter was relatively smooth in terms of volatility, despite devastating hurricanes and escalating political tensions around North Korea.
Exchange-traded funds (ETFs) have soared in popularity, but do they make sense for the long-term investor? What about in periods of market volatility?
Private equity has generated a lot of buzz, but is it the right type of investment for you? Here are some key considerations to keep in mind.
Bond yields are at all-time lows. While this is uncharted territory for fixed-income, you shouldn't give up on your strategic, long-term investment plan.
EnerVest's big blow-out has captured the financial media's attention — but for long-term investors, it also illustrates an important lesson about risk and diversification. President Roger Hewins weighs in on OneBite: