Insights blog
Wealth management news and analysis
Insights
Latest articles
Get the latest wealth management tips and trends from our library of articles and resources.
Articles by topic
Blog
Most people invest and try to anticipate (or guess) what the stock market, bond market, and interest rates will do, and then change their investment strategy based on where they think the markets are headed. This is a flawed strategy. People who invest based on where they think the stock market, interest rates, or energy prices will go — pick just about any economic variable — will soon become very frustrated.
1/13/2026
Blog
Catch up on the latest market news from the first full week of 2026 in the latest episode of 7 Market Movers with Gary Quinzel. Gary covers market highlights from 2025, recent US equity movements, and the impact of the recent capture of Venezuelan President Nicolas Maduro.
1/9/2026
Blog
In this month's market commentary, Aya Yoshioka details how investment markets closed out 2025 and outlines what we may expect in 2026.
1/9/2026
Blog
Explore five simple budgeting strategies—from zero-based and 50/30/20 to values-based planning—to take control of your money and align spending with what matters most.
1/6/2026
Blog
When people hear the phrase “financial health,” they often picture high income, a perfectly balanced portfolio, or a retirement account with a very large number attached to it. In reality, financial health is much more personal and far more practical.
1/3/2026
Blog
See which U.S. cities face the largest housing shortfalls, why it’s happening, and how it could affect buyers and owners based on the latest metro data.
12/29/2025
Blog
Compare ChatGPT, Gemini, Copilot and Claude for everyday money tasks. See strengths, privacy tips and safe ways to pair AI with a financial advisor.
12/26/2025
Blog
Learn what the Net Investment Income Tax (NIIT) is, who it affects, how it's calculated, and smart strategies to reduce your tax liability. Essential reading for high-income earners and investors.
12/24/2025
Blog
Learn how to withdraw from your 401(k) at age 55 without penalty using the IRS “Rule of 55.” Discover key rules, avoid costly mistakes, and create a smarter retirement plan.
12/23/2025
Blog
Explore how a Grantor-Retained Annuity Trust (GRAT) can reduce estate taxes and transfer wealth efficiently. Learn how GRATs work, their tax benefits, and if they fit your estate plan.
12/22/2025