Insights & Understanding

The Week In Perspective combines market activity, financial events, commentary and analysis for individual investors—Check-in weekly for the most current happenings.

The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you're actually living with.

The One Big Beautiful Bill Act introduced sweeping changes to individual, family, and business tax rules — some permanent, some temporary. Here's what you need to know before taking action.

This blog will talk about the financial implications and the emotional considerations of receiving an inheritance windfall.

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

This blog highlights the importance of financial literacy for teens and young adults, covering key benefits like budgeting, saving, avoiding debt, and building financial independence.

January is Financial Wellness Month, a time to check-in with your financial strategy.

It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.