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There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By taking advantage of opportunities to reduce your taxable income and potentially maximize tax deductions, you can redirect . . .

Why your workplace retirement plan is more powerful than you think When it comes to your workplace retirement plan, what’s not to love? It provides you with an automatic savings plan, tax advantages, an employer match, a diverse menu of well-researched investment options and comprehensive online retirement planning tools. However, . . .

Six strategies for dealing with market volatility When the market’s temperature keeps changing, it’s easy to feel the heat or as if you’ve been left out in the cold. Your workplace retirement plan can work toward withstanding these swings if you know how to keep your cool. Here are some . . .

Tariffs and tumultuous markets have made headlines in recent days. Given the amount of news stories and commentary circulating on these topics, we wanted to provide you with some reference points. In 2025, markets were already struggling with prospects for slower growth, which has now shifted to increasing concerns about . . .

Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or outclimb a bear. The same is true of a bear market (prolonged decline with major indices falling by 20% or more1). If you flee . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

History has revealed that crises and extreme circumstances often inspire courage, innovation, and reinvention. That’s because we’re often forced to change our traditional approaches and ideas in response to our new environment, and as a result, new and incredible possibilities often emerge. We consider those who can find the opportunity . . .

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have . . .