Insights & Understanding

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.

Retail sales beat expectations, new aid packages are being negotiated, and the S&P 500 is now positive for the year.

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.

Stocks continued to climb in the face of an increasing number of new COVID-19 cases and evidence the surge is stifling the economy’s ability to recover.

Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.

The S&P 500 wrapped up its best quarter since 1998, gaining 20.5 percent, amid a strong employment report and continued concerns around the virus.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

The daily total for new virus cases topped 40,000 as a resurgence in the South and Southwest pushed new cases to an all-time-record high.

While an investment advisor can be helpful in any situation, hiring one is typically more important when you are nearing retirement or have complex issues and questions to sort out.

Retail sales and food services jumped 17.7 percent in May, beating estimates of 8 percent growth. The strong rebound follows sharp declines the previous month created by social distancing.