Looking Ahead to 2026: 7 Important Themes for Long-Term Investors
Learn about the major investment themes shaping 2026, including AI, market valuations, economic growth, and elections—and what they mean for long-term investors.
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LATEST INSIGHTS
Year-End Strategies: Four Key Opportunities to Consider
Explore essential year-end tax planning strategies to help reduce taxes, optimize your portfolio, and capitalize on time-sensitive opportunities before December 31.
Year-End Charitable Giving: Strategic Approaches for Maximum Impact
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Retirement in 2025: Why Inflation, Longevity, and Falling Rates Demand a Growth-Minded Portfolio
Rising costs, longer retirements, and declining cash yields are redefining retirement in 2025, making a growth-focused plan more important than ever.
Quarterly EntryPoints Q4 2025: Understanding Mixed Economic Signals
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What Government Shutdowns Mean for Your Investments
Government shutdowns make headlines, but history shows they rarely shake the markets — here’s why investors should stay focused on the bigger picture.