Audio commentary: Unraveling the uncertainties

Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.