Technology stocks led the market for much of this year, with AI euphoria in full effect. Recent cracks in the momentum have caused some investors to question whether the enthusiasm has been exhausted.

One overlooked but essential aspect of estate planning is a strategy to manage and maintain an estate’s assets if the owner loses cognitive functioning and cannot make sound decisions.

While manufacturing activity in the U.S. has largely been in structural decline since the late 1970’s, the makings of a manufacturing renaissance may be starting to emerge.

Inheriting a house can be a life-changing event with emotional and financial implications. Understanding your options and obligations is critical, whether you sell it, keep it, or rent it out.

If an account is not in the name of the living trust or if the trust is not named as beneficiary on death, probate will be necessary for the beneficiaries to access the account.

The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.

Rather than seeking additional exposure to these mega-cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future

While higher yields may make cash appealing, higher cash balances may actually reduce your ability to achieve your long-term investment goals.

It is important to discuss the future and ensure your loved one is well cared for.

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good times have outshined the bad.

A letter of instruction can help you pass your legacy to your loved ones.

The move by Fitch Ratings to strip the U.S. government of its top-notch AAA credit rating again underscores the long-term challenges we see for the U.S. fiscal outlook.

History shows that stocks tend to outpace inflation over time—a valuable reminder for investors concerned about rising prices.

Estate planning addresses medical and financial decisions for an incapacitated person, not just where you leave property when you die. For singles, these may be more complex questions to answer.

Global stocks and bonds are strongly positive YTD with oil falling substantially.

When creating an estate plan, there are details which seem minor but are actually very important.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

Seniors in particular think about marrying with an understandable degree of concern. Here are some steps to take to make relationships easier to navigate and protect your financial future.

Debates over federal fiscal policy and rising debt levels, along with continued differences in views of government spending priorities, have led to a series of contentious debt limit episodes in recent years.

We foresee potential price downside in domestic fixed income and even higher yields before the skies clear.