The S&P 500 is one of the most widely quoted stock market indexes, but do you know how it’s comprised?

In late June, the IRS released notices which clarify many of the details for both retirement plan participants and sponsors.

With so many people retiring and especially with the impact of COVID-19 on the economy, many clients are faced with important decisions on their healthcare.

Stocks started the week mostly higher as investors anticipated additional virus stimulus relief.

Our trip by camper took us 4000 miles across the interior of the United States: Texas, Arkansas, Oklahoma, Kansas, Colorado, New Mexico, and back to Texas. We grew as individuals and as a family.

Across the country, communities are demanding an end to racial injustice and systems of oppression.

With the political divide growing, heated opinions have dominated headlines - and many experts are predicting market volatility.

Fidelity Debit Card owners have been automatically enrolled in Fidelity's 2-Way Connect text alerts. Notifications will be sent, in real-time, to alert of possible fraudulent transactions. Clients are able to respond directly to the text to confirm the transaction or report as fraudulent.

History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.

Last week began with stocks vaulting higher for the tenth Monday in a row. The Nasdaq reached a record high as tech stocks surged.

We have assembled this list of charities that you may consider for donations to help with aid, recovery of survivors, and their ongoing needs.

Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.

Since the emergence of Covid-19, US consumer confidence has declined significantly. Stock markets, on the other hand, appear to be much less concerned.

Equities continued their positive run of Mondays by posting solid gains again to start last week.

If you are close to retirement or already retired, market unpredictability can pose significant concern - but it doesn't have to.

The energy sector in North America was already in a tough spot heading into 2020. Unfortunately, the new decade only made things worse.

If you are divorced, there are a number of options for receiving Social Security benefits based on a former spouse’s earnings record.

The CARES Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders, but left questions about the details unanswered. In late June, the IRS released Notices 2020-50 and 2020-51, which shed light on these outstanding issues.

Last week started off on a high note as stocks reached levels not seen since February.

I stood alone in the desert quiet at dusk staring at the awesome vast chasm in front of me, the confluence of the Green River and what was once known as the Grand River, now called the Colorado River.