Perspectives

Explore our thought leaders’ latest insights and ideas.

Fall Fashion Forecast

Fall Fashion Forecast

As fashion trends come and go, there are a few core elements of a timeless wardrobe that will consistently maintain their status as the epitome of vogue, whether it be that little black dress, classic navy blazer, or that favorite pair of worn Levi’s. Just as these items have remained reliable and constant over the years, so too have dividend paying stocks, which can be a core element of investors’ equity portfolios. Dividends can provide a meaningful contribution to long-term equity returns, ...
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Equal or Fair? The Art of Wealth Distribution

Equal or Fair? The Art of Wealth Distribution

In today’s society there is no such thing as simple, especially when it comes to families. Complicated family structures are becoming more prevalent, with a decline in the so-called “traditional family.” According to Pew Research, only 46% of children are living with two married parents in their first marriage, compared with 73% in 1960; one in six children are living in blended families (Parenting in America, Dec. 2015). With these newer unique family structures, come questions and complexit...
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Hoarder vs. Collector: Prudent Record Retention

Hoarder vs. Collector: Prudent Record Retention

To keep or not to keep, that is the question. Good record keeping is essential to making your financial life easier and can save you money and time in the long run. But in regards to record retention, how long is too long? Some original documents should be kept permanently (think birth certificate and social security card), whereas others can be shredded after seven years (bank statements and canceled checks), and still others have much more unique retention lengths.
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Leaving your job? Should your retirement plan follow?

Leaving your job? Should your retirement plan follow?

Life is filled with stress, and both financial and emotional change in the workplace and at home ― expected or not ― can certainly increase your anxiety level. According to the American Psychological Association’s annual Stress in America™ survey, money and work remain the two most commonly reported sources of stress, and losing or changing a job can be found at the top of any “life’s biggest stressors” list.
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