What a year we experienced in 2020! The most tumultuous year in recent memory ended on a high note for markets as the fourth quarter brought greater political and medical clarity — one that resulted in substantial market gains over the past three months, which helped to make 2020 a surprisingly strong year for market returns. What can we expect in 2021?

If you're wondering if you will be able to live comfortably in retirement, you must first determine what "comfortable" means to you and the associated level of spending. No matter what the level, comfort increases with confidence in knowing pre- and post-retirement spending needs.

Whether in portfolios of our own or for those for whom we have fiduciary responsibility, like our favorite non-profit organizations, it's important for us to remain aware of anticipated net distribution rates and investment returns for the asset allocation strategy selected for the portfolio's investments.

Implementing a planned giving program can be overwhelming and costly. But it's important to let your donors and constituents know you are open for business and ready to accept charitable legacies through bequests and beneficiary designations. Learn more.

From an early age, we learn the fundamental principles of gathering and accumulating. Yet, most individuals and families in the U.S. freely give away their assets to support others. Here's a deeper dive into who, how, and why people give, along with some commonly held philanthropy myths and who benefits from the generosity.

Behavioral biases can cause your investing strategy to get out of sync with your risk tolerance and goals. One common financial behavioral bias is rationalizing poor past decisions. Learn how to recognize when this and other biases have crept into your thinking.

Small Business owners invest a great deal of time, energy and money into their business, and it can easily be the largest portion of their investment portfolio. All too commonly, business owners direct the lion’s share of their effort toward day-to-day activities of the business and fail to capitalize on the value that they have worked so hard to create in preparation of retirement. However, with a well-thought-out succession plan business owners have an increased level of control over their own future as well as the future of their business.

Keeping secrets and lying to your partner about your spending habits can make any relationship go very wrong. It's officially called financial infidelity, and if gone unchecked can quickly spiral out of control. Learn the signs of financial infidelity and ways to overcome it.

2020 continues to be one of the most unpredictable years in memory, as markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases, as stocks rallied thanks to a combination of an even more accommodative Fed policy, hopes for a COVID-19 vaccine, and a stronger-than-expected economic rebound, before markets declined moderately from those highs in mid-September.