For individuals and families, 2026 presents both challenges and opportunities. Commit to resolutions for resilience, growth and legacy.

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

Want better financial health in the year ahead? Focus on these four things.

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

What are some big-picture, future-focused considerations for every business owner? Find out in this Investor’s Edge newsletter article.

Discover how an ESOP could help you transition to retirement smoothly, reward employees and preserve your legacy.

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

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