Blogs & Insights

It’s January, which means you may come across market predictions for 2025 in the media. See why putting stock in these forecasts can be harmful psychologically and financially....

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues....

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

With interest rates likely at or near their peak, the market should move from being priced based on interest rate expectations to a focus on valuations....

Tax-loss selling is a popular strategy for making use of capital losses in non-registered investment accounts. The losses can be used to help offset capital gains realized elsewhere in a portfolio....