In The News 10-11-20185 Reasons Why Higher Interest Rates Matter 9-18-2018It’s Not Too Soon For Taxes. 4 Moves You Can Make Now 9-17-2018College Costs And The Myth Of A ‘Free’ Athletic Scholarship 8-17-20185 Things To Do With Your Raise Or Bonus 7-27-2018Why College Students Should Know The Cost Of A College Education 6-26-2018Why Target Date Funds Dominate The 401(k) Market 6-11-2018Millennials Could Give This Financial Gift To Dad For Father's Day 4-29-2018The Most Important Question To Ask When Buying Whole Life Insurance 4-7-20185 Tax Tips For Millennials - And Others Who Want Lower Taxes 3-31-2018April is Financial Literacy Month - Why Financial Wellness Matters 3-17-2018Rent Versus Buy: How Tax Reform Adds To The Decision 2-11-2018This Valentine's Day, You Can Gift Like Kanye 2-3-2018How Tax Reform Impacts Your Traditional 401(k) Or Roth 401(k) Decision 1-13-2018How Tax Reform May Impact Near-Retirees And Retirees 12-29-2017How The Tax Cut And Jobs Act Can Help The Middle Class Retire 12-23-201721 Money Moves For A Wealthier Life In 2018 11-28-2017Why Long-Term Interest Rates May Not Rise In 2018 11-4-2017Why Now May Be A Bad Time For A Roth Conversion 10-12-2017The Economic Impacts Of Recent Hurricanes And Tax Reform 10-1-201710 Quick Year-End Financial Planning Tips 9-9-2017How Employers Are Helping Their Employees Retire 8-15-2017Why An Interest Rate Hike Will Not Stop The Stock Market Rally 8-5-20178 Financial Tips For The Back To School Season 7-8-2017Why International Stocks May Continue To Outperform In 2017 6-7-2017Beyond The News Noise, The Bond Market Reflects Current Investing Realities 5-20-20175 Questions Millennials And Recent Grads Should Ask Their Employers 4-8-20176 Tax Planning Tips To Consider For 2017 4-1-20178 Financial Tips To Help Manage The Death Of A Loved One 3-18-2017Not So Fast-The Risks Of Co-Signing A Credit Card 3-6-2017What Might Derail This 'Trump Rally' 2-11-2017A Financial Valentine's Day Gift For Any Couple 1-27-2017How to Succeed Financially During and After a Divorce 1-23-20177 Financial Tips To Avoid January's High Divorce Rate 1-7-20173 Ways Trump's Presidency Will Affect Everyday Americans 12-10-20167 Family Finance Tips to Consider for the New Year 10-22-2016How 529 Plans Can Help Reduce Taxes And Pay For College 10-1-20164 Financial Strategies To Consider Before Year End 9-10-2016Are Low Interest Rates Hurting - Or Helping - You? 8-20-20163 Financial Tips For Parents Sending Students Off To College 8-3-2016Changing Jobs? 16 Questions To Ask That Will Help Protect Your Financial Life 7-8-2016How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part 2 7-8-2016How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part 1 6-7-20165 Financial Concepts To Teach Your Teen Before High School Graduation 5-26-2016Quelling April Aftershocks, Tax Efficient Investing For Gen X 4-30-2016Countdown To Retirement, Financial Considerations For Your Final Working Years 4-14-2016Are Your Kids Financially Literate? 4 Ways To Teach The Value Of A Dollar 3-15-20163 Ways Americans Can Curb Their Credit Card Addiction 3-2-20163 Ways Small Business Owners Can Combat Declining Economic Confidence 2-2-2016Long-Term Tax Strategy: 5 Questions To Ask Your Advisor 1-25-2016Half Of Americans Are Unprepared For A Financial Emergency, Are You? 12-29-2015 New Year, New You: 3 Financial Tips For The Newly Divorced 12-16-20156 Ways to Better Manage Your Student Debt in 2016 11-17-20158 Money Mistakes 30-Somethings Make 11-2-2015Top Financial Mistakes Millennials In Their Early 30’s Must Avoid 10-18-2015New Retirees, Look Beyond the Markets to Secure Your Legacy 9-30-20153 Core Saving Tips for Millennials In Their 30s 9-20-2015The Market Volatility Tipping Point, When Volatility Becomes Your Issue Too 8-20-2015Back to Private School, But Can You Really Afford The Pricey Tuition? 8-2-2015High-Income, High Tax, and Low Savings: 3 Financial Tips to Help Break the Gen X Poverty TriangleThe material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the listener as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Investments or strategies mentioned may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation, or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your investment advisor.