Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
Considering Tax Loss Harvesting? What You Need to Know First
Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
Stop Overlooking These Valuable Workplace Benefits
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
Preferred vs. Common Stock
What is the difference between preferred and common stock? Find a preferred stock definition and learn how common stock works.
ETFs, Mutual Funds, and Index Funds
One common way investors lower their risk is to diversify their holdings with different assets. When you hold a mix of investments, your portfolio is protected from being wiped out if one investment fails. Exchange-traded funds (ETFs), mutual funds, and index funds are all assets that prov …
What Is a Mutual Fund
What are mutual funds? We’ll break down the basics of investing in mutual funds and compare mutual funds vs. index funds.
How Do Financial Advisors Make Money? A Closer Look at Their Compensation Models
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research Financial advisors provide financial planning or investment guidance to clients. They may meet in person, remotely or provide advice within a larger firm setting. Financial advisors may work for themselves, with small …
What Is a Bond?
A bond is a type of debt security that you buy from either a corporation or a government that is trying to raise money. It’s essentially a loan that you are repaid, with interest, in regular, fixed payments for a set time. Bonds are considered a low-risk asset that can provide invest …
What Is the S&P 500 (and Why Does Everyone Talk About It All the Time?)
Scroll through any financially related news story and you’re bound to encounter a report of how the “S&P 500” is doing. You might even exclaim over its rises and dips yourself, despite not completely understanding what it is or the effect it has on you as an investor. Consi …
Find Your Freedom: Easy Steps for Beginning Women Investors
Women face unique challenges when it comes to investing, but they also have ample opportunities to succeed as investors. Learn what you need to know to get started with investing and understand what makes women especially suitable to be strong investors. Download the checklist today to get …
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
By Jamie Hopkins, Managing Director, Wealth Services Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …
COMPLIMENTARY RESOURCE
2026 Calendar: Key Tasks & Financial Dates
Tackle 2026 with this month-by-month financial task list. We’ve also included important dates so you won’t miss key deadlines.
