The jobs report effectively ended any chance of a September announcement of tapering and provided evidence of the impact of the increase in infections. The combination of infections, legislative activity, and poor seasonality for stocks might make us all say, “wake me up when September ends.”

The rich are scrambling to do proactive tax planning before the House introduces draft legislation for its $3.5 trillion social policy plan.

Single people need estate plans, and the priorities often are different than for married people.

The pandemic and climate change are two areas of risk where the industry can take a significant leadership role. Insurers have the opportunity to adjust premiums for individuals who are vaccinated and for businesses that are addressing climate change risks in their model.

Assuming that you’ve remained fully invested since last year’s pandemic-driven market lows and have periodically rebalanced back to your target asset allocation, your portfolio has grown substantially over this time frame.

When considering where to put hard-earned money, it helps to know you are buying ownership into massive companies with proven success.

Advocates hope the United Nations Intergovernmental Panel on Climate Change report will serve as a wakeup call . As we draft, fund and manage pensions, charities and private trusts, how do we include ESG factors without violating fiduciary duties?

A question we are often asked by individuals looking to create a pool of charitable assets is whether they should establish a private foundation or a donor-advised fund.

A frequent refrain from consumers worried about retirement is, “but how do I know if I’ll have enough retirement income?”

Major sporting losses can cause markets to fall, researchers have discovered.

Federal Reserve Chair Powell accomplished his objective at the virtual Jackson Hole conference last week. Especially after Powell mentioned slack in the labor market, the jobs report will be crucial this week. The negative impacts of the rising infections are being felt in some data.

While the economy has rebounded from last year’s recession, there are a number of warning signs for slower growth.

There was a dramatic increase in money laundering fines in 2020 as financial crimes boomed during the coronavirus pandemic.

The best is yet to come - life seems to get sweeter as you age. Discover the best part of each phase of life financially.

The culture of many commission-based firms makes it a poor environment both for employees and clients.

The government collects 12.4% of worker’s wages up to a fairly high maximum, and Social Security benefits not claimed are lost forever.

We may bemoan annoying jargon as much as we catch ourselves using it, but we also may not realize how detrimental these language choices are in marketing and communications.

In a small Family Office in Munich sit two brothers who have helped saved millions of lives, boosted Germany’s economy and enabled nations, across the world, to re-open in the middle of a pandemic.

The CDC says we aren't living as long. That shouldn't change your retirement plan.

EDM is something I’ve used my whole life and continue to incorporate today. Time and again I’ve found that just a little extra effort can have an astonishing impact on the corresponding result.