Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.

No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.

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.