Perspectives

Explore our thought leaders’ latest insights and ideas.

The ABCs of ESG: Evaluating the Environmental Practices of a Company

The ABCs of ESG: Evaluating the Environmental Practices of a Company

The carbon footprint of a company factors heavily into its Environmental rating — both the amount of carbon generated as a result of a company’s operations, as well as the carbon impact of the company’s finished goods or services...
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Why You May Need a Trust, Regardless of Your Age or Net Worth

Why You May Need a Trust, Regardless of Your Age or Net Worth

You have worked hard to accumulate your wealth and, through thoughtful planning, you can also determine how it is distributed once you are gone. There are multiple reasons why a trust may be a good option for you.
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Tips for Decluttering: The Life-Changing Magic of Cleaning Up Your Financial Documents

Tips for Decluttering: The Life-Changing Magic of Cleaning Up Your Financial Documents

Do you know where all of your financial documents are? If you are like many of us, you are engulfed in a flood of bills, tax forms, account statements and other financial documents, and may not know where everything is. That means it’s time to sort, simplify and organize, especially if you are just around the corner from retirement.
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Volunteering: As Good for You as for Your Community

Volunteering: As Good for You as for Your Community

Having trouble fitting volunteer work into your busy life? It may help to know that while spending your time in community service is viewed predominantly as a selfless activity, volunteering may be just as good for you as it is for your community and the cause you are helping.
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Of the Many Paths to Retirement, Affluent Americans Continue to Trust the Human Touch

Of the Many Paths to Retirement, Affluent Americans Continue to Trust the Human Touch

When it comes to good financial habits, such as saving early and creating a solid financial plan, who’s leading the pack? The answer might surprise you. A new D.A. Davidson survey of over 1,000 affluent Americans reveals significant insights.
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Strengthening Your Financial Health Through an HSA

Strengthening Your Financial Health Through an HSA

Is it possible to save for both medical bills and retirement? According to a 2018 Employee Benefit Research Institute report, a 65-year-old couple, both with median prescription drug expenses, may need an estimated $296,000 in savings to have a 90% chance of having sufficient funds for healthcare expenses in retirement. Since healthcare expenses have historically risen faster than the cost of living, having a plan to cover these future expenses is critical.
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12 Tips for Planning Your Dream Trip

12 Tips for Planning Your Dream Trip

You want to plan for the international trip of a lifetime, the one that has lingered on your bucket list. Now that it’s time to turn your dream into a reality, how do you get started? Especially if you haven’t traveled extensively, your to-do list may feel overwhelming. Although each person’s list will be as unique as their destination, our checklist can serve as a guide.
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If You Can’t Decide, Who Will? Plan Ahead to Protect Your Finances

If You Can’t Decide, Who Will? Plan Ahead to Protect Your Finances

Did you know that you can take several steps to help yourself steer clear of being a potential victim of financial fraud? By adding a “trusted contact” to your investment accounts, you can help ensure that your financial advisor has the tools to help you if it becomes necessary.
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Keep Your Brain from Retiring When You Do

Keep Your Brain from Retiring When You Do

When you think of your retirement, what do you picture? Relaxing in a warm location, traveling the world, or spending time with loved ones? While those are all valuable, a retirement activity you may not have considered is staying mentally active.
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The ABCs of ESG: Evaluating the Governance Practices of a Company

The ABCs of ESG: Evaluating the Governance Practices of a Company

As defined by Sustainalytics, a firm focused solely on providing ESG research on publicly-traded companies, Governance analysis is an evaluation of how well a company is structured and managed in order to “build sustainable, long-term value that can be delivered to shareholders and other stakeholders in a fair and transparent manner”...
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