In the last few weeks, there has been a stark contrast between stock market performance and economic indicators. Why is the stock market rallying in this economy?

We want to listen, learn, and do better.

Favorable tax changes and historically low interest rates are making 2020 a prime year for gifting. Maximize your gift—and minimize your taxes—with these giving strategies.

Tax-loss harvesting opportunities can help you reduce your tax bills in down markets—and potentially thereafter. But not every investor should harvest every loss. Here’s when it makes the most sense.

Our team talks about investing through downturns and how to make the most of today’s financial planning opportunities in this recorded webinar.