Insights & blog

Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

Follow these eight age-based retirement income planning guidelines to put yourself on the path to the financially secure future you want.

A host of questions and emotions surface when facing a divorce. While you may have already decided upon some major items—like custody of children, alimony and dividing marital assets—read on for top financial considerations during this trying time.

While there are a multitude of opportunities to invest in causes or ventures that support positive social change, the burgeoning business of women’s sports may impact the future wealth planning.

Amid conversations about economic ups and downs, market uncertainty and costs for goods and services, it’s prudent to focus on some basics like budgeting. What does your budget look like or has it fallen by the wayside?

As an investor, you may be looking for ways to diversify your long-term financial health throughout periods of economic expansion, downturn and recovery.

Europe has seen heavy news flow this summer. We look beyond the headlines to identify what we believe are attractive areas of the European equity market.

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.