The market is not the economy, but the economy certainly affects the market.

Last week began with a bang. The Dow climbed 1.4% to reach 28,300 for the first time since February.

Mortgage rates are at record lows, and clients may wish to explore re-financing if they have not already.

This week, initial claims for unemployment insurance fell below one million for the first time since March, and retail sales eclipsed the pre-pandemic levels seen earlier this year.

Estate planning with a business especially focuses on managing ownership assets, which requires more sophisticated planning.

Tech stocks rallied last Monday, and the S&P 500 once again spent some of the day above its record high, only to tail off by the end of trading.

72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing.

In late June, the IRS released notices which clarify many of the details for both retirement plan participants and sponsors.

With so many people retiring and especially with the impact of COVID-19 on the economy, many clients are faced with important decisions on their healthcare.

Stocks started the week mostly higher as investors anticipated additional virus stimulus relief.

Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.

Across the country, communities are demanding an end to racial injustice and systems of oppression.

Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.

History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.

Last week began with stocks vaulting higher for the tenth Monday in a row. The Nasdaq reached a record high as tech stocks surged.

We have assembled this list of charities that you may consider for donations to help with aid, recovery of survivors, and their ongoing needs.

Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.

Equities continued their positive run of Mondays by posting solid gains again to start last week.

If you are close to retirement or already retired, market unpredictability can pose significant concern - but it doesn't have to.

If you are divorced, there are a number of options for receiving Social Security benefits based on a former spouse’s earnings record.