How much do elections impact the stock market and portfolio returns? Should they even matter to long-term investors? With November 5 approaching, these are key questions for investors. We analyzed over 90 years of data...

Welcome back to Cornerstone Conversations, where we provide insights into major discussion topics that we’re having with our clients and amongst our team. With the presidential election just one month away, we’re seeing a lot...

2024 has been full of highly anticipated events. We had the total solar eclipse in April, the Summer Olympics in July, and… (drum roll, please) interest rate cuts in September. While the latter may sound...

When it comes to saving for retirement, time can be one of your greatest allies. The sooner you begin, the longer your investments have to work for you. Getting started sometimes involves jumping over some...

One of the biggest challenges many people face when it comes to education is managing the financial burden. Fortunately, a 529 college savings plan can be a valuable tool. And these plans aren’t just for...

Life is a continuous journey filled with significant milestones, personal growth, and unforeseen changes. As life progresses, your financial and insurance needs evolve, often shifting from year to year or decade to decade. Life insurance...

In 2023, there were 22.7 million millionaires in the U.S. While an increase in wealth often brings greater financial flexibility, it can also lead to increased liability. Individuals with high net worth—or those perceived to...

We often hear about the importance of maintaining a healthy lifestyle, yet the challenges of resisting temptation or overcoming procrastination can make it difficult to prioritize health for its own sake. For some, understanding the...

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do...

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples...