Articles

By Kyle Tetting This year is off to a strong start. Continued global growth and prospects from tax reform have raised expectations for corporate earnings. At the same time, each new release of economic data suggests more of the Goldilocks growth story (not too hot, not too cold) that has underlined the past few years. However, just as we began to tie a bow on January’s strong returns, a single dark cloud emerged.

By Joel Dresang I took a cue from a meme tweeted by the Internal Revenue Service. It encouraged taxpayers to prepare for the filing season by getting their “ducks in a row.” I am familiar with the expression, which means to get ready by arranging and organizing, by getting your facts straight. I wondered, though, about its origin. I wasn’t alone. […]

Why it makes sense to name a Trusted Contact

Dave Sandstrom explains how strategies for tapping retirement accounts can vary when investors expect to leave money behind.

By Joel Dresang I get it. Rebalancing was wise. Still, the process was a bit unnerving for me. And it didn’t help that I did the math. […]

Added security is one more reason everyone who’s eligible should establish an online Social Security account. The sooner you set one up, the harder it will be for an imposter to set one up in your name or using your Social Security number. […]