Perspectives

As volatility continues amidst coronavirus concerns, our Wealth Management Research team reminds us to stay calm and seek opportunities.

Throughout 2019, the U.S. consumer has remained the strongest part of the global economy. Yet, despite solid consumer spending, retail companies continue to face challenges.

Carmen Gary, Senior Vice President, Chief of Staff, offers a peek inside her day and some solid advice to women looking to start a career in financial services.

As you scroll through goods on Amazon or stroll through another favorite store, you may notice an increase in the number of products with short names, plain packaging and little embellishment...Enter private label brands.

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...

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.

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.

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.

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.

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.