In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.
While dividends are often seen as boring, especially compared to high-flying stocks that attract investor and media attention, the reality is that the role of dividends in portfolios should not be overlooked.
Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2025.
It's Groundhog Day, folks! Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a new funding agreement.
Navigating Medicare enrollment is a critical step in planning for your future health care. As the federal health insurance program in the United States, Medicare provides essential coverage for millions.
Stocks posted a solid gain last week, riding a rally in mega-cap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports.
The Role of Dividends as the Fed Cuts Rates