Fidelity Charitable has recently approved an update to their Program Guidelines that requires donors to recommend at least one grant, every two years.

Stocks began last week on a high note, with bank and energy stocks leading the way.

This year has powerfully reinforced this lesson. Stocks have rallied strongly, even as the economic news has deteriorated.

The major market indexes continued their slide to begin last week.

Please join us for The 2020 VIRTUAL ANNUAL CONFERENCE on Friday, October 30th. Register now!

Due to COVID-19, food insecurity rates increased overnight, with projections that the impact could lead to 1 in 6 Americans going hungry, including 1 in 4 children.

Stocks rebounded to begin last week on a positive note, as each of the benchmark indexes listed here posted notable gains by the close of trading last Monday.

How can stock prices flirt with new highs while the news is so discouraging?

On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020.

Stocks continued to slide last Tuesday as falling tech shares pulled the Nasdaq down 4.1%.

Although some implications of the post-pandemic world are evident, others, for now, are more opaque.

Major life events often indicate a need to change your plan.

The question isn't "will foreign stocks come back?" It's a matter of when.

Stocks sagged last Monday, but not enough to dampen a banner month of returns in August.

Watch a recording of our webinar: Current Market Update

Research analysts suspect that we've safely averted much of what would result in a long-term financial crisis during the COVID-19 economic downturn.

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.