Some investors choose to exit the market for several months each year when performance is expected to be flat. What could be the merits — and flaws — of this tactic? Overview There’s a catchy phrase that gets tossed around in the investment world around this time of year: “Sell in May and go away.”

Overview As financial professionals, we often meet people who have questions about whether or not they should keep older life insurance policies or take one out for the first time. They frequently ask us things like: These are all valid questions, and the answer varies, depending on your specific life situation. In the following, we’re

If you have access to a 401(k) plan through an employer, that’s the easiest way to save for retirement. But maximizing its potential may take a little more work. Overview You work, you save, you invest. But one of the keys to successful investing is making sure your investment works hard for you. Take a

Scammers rely on fear, intimidation and manipulation of vulnerable people. Remain vigilant and alert to avoid becoming their next victim. Overview $1.03 trillion: That’s how much scammers took from unsuspecting people worldwide between November 2023 and November 2024. Americans were hit especially hard, averaging losses of $3,520 per scam victim.1 One of the reasons for

Choose investments and investment vehicles based on your specific goals. You also can make strategic choices that can help minimize your tax obligations and maximize returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to potentially reduce your tax bill on investment gains and income — and all perfectly

What are your financial goals for the coming year? The beginning of a new year is a good time to look at shoring up weak spots and simplifying your financial plan. Overview At the end of every December, we celebrate and hope for a healthy and prosperous new year, but we never know what to