Let’s focus on actionable strategies to manage money scripts, flip unhelpful patterns and build healthier financial behaviors.

End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.

One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.

Small caps have outperformed large caps handily in developed non-US markets and emerging markets.

Fed watching is an unreliable input into investment decisions because the Fed’s expected actions are already reflected in market prices.

Ask investors what kind of return they expect out of stocks in any given year, and many will say the market’s historical average return.

During a presidential election year, investors tend to seek a connection between who wins the White House and which way stocks will go.

What do you do if you receive a big bonus at work, inherited some money or enjoyed a recent windfall you would like to invest?

Unfortunately, as human beings, we are prone to behavioral tendencies and mental shortcuts that do not always work in our favor.

The trade-off between risk and reward is a key part of any investment strategy. But risk means different things to different people.

Family traditions are the comfort food that nourishes our lives. We suggest adding a new tradition: Family Wealth Planning Conversations

Compounding is a deceptively simple but exceptionally powerful tool that can help you produce investment growth.

When it comes to selecting a financial professional, how do you recognize fiduciary advice in a crowded field of look-alikes?

Beyond fiduciary advice, there are other qualities to seek from an advisor who is willing to sit on the same side of the table as you.

When you are selecting or retaining a financial advisor, how do you know if you are making the best choice?

Equity compensation can provide a big financial boost, but it is important to manage it by balancing potential risks and rewards.

In the second part of this young investor series, we discuss three more investment concepts every young investor may want to embrace.

If you are new to investing, it can be tough to know where to get started. There is so much information and advice out there.

During this series, we have learned that our own behavioral biases are often the greatest threat to our financial well-being.

In the final installment of our Behavorial Biases Series, let’s take a deeper dive in sunk cost fallacy and tracking error regret.

In this installment of our Behavorial Biases Series, let’s look at overconfidence, pattern recognition and recency.

In the latest installment of our Behavorial Biases Series, let’s look at hindsight, loss aversion, mental accounting and outcome bias.

From an ever-changing job market to the unpredictable global economy, each graduating college class enters a world filled with uncertainty.

In the latest installment of our Behavorial Biases Series, let’s tackle fear, FOMO (greed), framing and herd mentality.

Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.