Market activity center
Market news: Timely insights

Stay informed and up to date on current market activity and quarterly investment outlooks.

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New resource center
Bridging the wealth gap among diverse communities

We are committed to understanding and supporting diverse communities through programs, products, services and education that deliver lasting change.

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Featured topics

 

Tax planning and preparation resources

Tax planning and preparation doesn’t have to be confusing. These resources can help you maximize your benefits as you work with your tax preparer.

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IRA resources and education: Learn about IRAs

Retirement savings tools, such as IRAs, form an integral part of your financial plan. Explore how the different types of IRA can help fund your retirement.

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Retirement planning toolkit

Whether you’re just starting to save, close to retiring or already retired, we're here to help you work toward the retirement you want.

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Market analysis
November 21, 2022

Consumer spending remains strong as we head into the holiday shopping season, with retail sales 1.3% above analysts’ expectations in October. Gain the latest insights from our investment strategists in this week’s Market Analysis.

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Q4 investment outlook

With capital markets experiencing year-to-date losses across most major asset classes, investors are wondering how much more downside risk exists in both economic trajectory and asset prices. Learn more in the fourth quarter investment outlook.

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How to handle market volatility

Understanding the why behind market volatility can help you manage your risk. Here are five market strategies on how to handle market volatility.

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Financial planning

 

Financial planning
How to use liquid asset secured financing for short-term cash flow needs

Leveraging the assets in your investment portfolio through a flexible line of credit can provide quick access to cash.

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Philanthropy & charitable giving
How do private foundations and donor advised funds compare?

Determining which of these powerful giving vehicles to use depends on what you’d like to achieve.

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Business owners
Preparing a business exit strategy: Key factors to consider

Selling your business can require a significant commitment of time and effort on your part. A business exit strategy can help guide the process on your terms.

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Planning for retirement

 

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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Secure Act 2.0: How new legislation could change the way you save for retirement

The SECURE Act of 2019 was the first major retirement legislation in more than 10 years. Now, more changes may be on their way.

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3 retirement withdrawal strategies

How you withdraw funds from your investment accounts should align with your goals and needs. Here are three withdrawal strategies—and other factors—to consider.

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Trust & estate planning

 

How to set up a trust

A trust requires careful administration, but setting one up is a fairly simple process.

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Estate planning as a family

An open dialogue with family members can help you successfully craft your estate plan.

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What does it mean to leave a legacy?

Increasing numbers of people want their financial plan to reflect their values. Our eBook covers three strategies for how to build an enduring legacy that does just that.

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Women, money & influence

 

Women and investing: How to build financial intelligence

Fewer women than men invest their money, but when they do, they tend to excel. There are steps you can take to feel more empowered with your investing decisions.

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4 unique challenges for women and retirement saving

It’s important for women to have a clear understanding of the challenges ahead as they plan for retirement.

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Career or caregiving? What to consider before leaving the workforce

The decision to leave your job to care for a child, aging parent or other family member isn’t easy. However, with careful planning, you can choose the best option for you and your loved ones.

Here’s what to consider