News & Resources

Take time to understand college costs, maximize savings opportunities, and develop a financial plan that supports both your child’s future and your own.

For many families, summer before senior year is an exciting milestone. College visits, campus tours, and conversations about the future begin to take center stage as students prepare for one of the most significant transitions of their lives.

While choosing the right college is often the primary focus, it’s equally important for parents to evaluate the financial impact of higher education before application season begins. Taking a proactive approach now can help reduce stress, avoid surprises, and ensure your family’s long-term financial goals remain on track.

Market Review: April and Outlook for May 2026

April brought a mixed but active environment for investors, as markets responded to a steady flow of economic data, corporate earnings, and ongoing uncertainty around inflation and interest rates. Equity markets experienced periods of volatility, with major indices moving up and down as investors recalibrated expectations around the pace of potential rate cuts by the Federal Reserve. While inflation data showed signs of stabilizing, it remains above the Fed’s long-term target, reinforcing the likelihood of a more cautious approach to monetary policy in the near term.

Reviewing Your Financial Plan After Tax Season

Tax season often feels like the finish line after months of gathering documents, reviewing statements, and working through filings. But once the return has been submitted, the information used to prepare your taxes can become one of the most valuable tools for improving your financial strategy for the year ahead. For many individuals and families, April is an ideal time to step back and evaluate their overall financial plan using the insights revealed during tax preparation.

Market Review: February and Outlook for March 2026

February was marked by heightened volatility as investors weighed economic data, corporate earnings, and significant policy developments. Markets began the month with cautious optimism, supported by resilient earnings in select sectors and steady consumer activity. However, sentiment shifted in the second half of the month as uncertainty surrounding U.S. trade policy and legal developments introduced renewed risk considerations.

A New Year Financial Check-In: Key Questions to Ask About Your Wealth Plan in February

The start of a new year often brings motivation to reset goals and refocus priorities, but by February, real life has usually returned to full speed. That makes this month an ideal time for a financial check-in. The noise of year-end decisions has passed, markets have started to settle into the year, and there is still plenty of time to make thoughtful adjustments before the year gets away from you.