NEWS & INSIGHTS

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors..

The One Big Beautiful Bill is now law—bringing a wave of changes with important planning implications. We’re here to help you navigate what parts of the bill could affect you the most.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Historically, the first year of a president's term has been a fairly average one for the stock market. In his 2016 market analysis, Lee Bohl found that the first year of a presidential term yielded an average return of 6.7% from 1933 to 2015. This is modest compared to the third year of a president's term which historically has earned the highest return at 13.5%, but signifcant compared to the second-year average return of 3.3%. However, averages do not tell the whole story.

The only constant is change, which is why it's so important to keep you plan up to date. In this post, we provide a guideline for how often you should review your estate strategy and explore some important life changes that should prompt an immediate review.

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

Learn how Social Security benefits are taxed and what you can do to potentially reduce your tax liability.

Whether you are new to #equitycompensation or simply looking to learn more, this article provides a comprehensive guide to the different types of equity compensation, how they work, and their potential risks and rewards.

As 2026 approaches, you may want to examine your estate strategy in anticipation of the estate tax returning to pre-2018 levels.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.