Publications, Insights & News

Knowing how your Social Security benefits will be taxed is an important part of planning for retirement. Learn more about Social Security benefit taxation here.

Financial markets have pulled back in recent weeks due to factors such as rising interest rates and uncertainty in China. What's driving these market swings and what perspective do long-term investors need to stay balanced?

At its June meeting, the Fed decided to hit pause on rate hikes after more than a year of rapid monetary policy tightening. With interest rates expected to remain higher for longer, what do long-term investors need to know to stay focused on their financial goals?

The federal debt limit is once again in the news as the country rapidly approaches a critical deadline. How can investors maintain the right perspective around political and fiscal uncertainty?

Having unrealistic short-term expectations of investment returns and financial outcomes can lead to discouragement. Instead, history shows that by focusing on the long run, investors can set appropriate expectations and position themselves to achieve financial goals.

The recent failure of three U.S. banks has raised concerns over the economy and financial system. What should long-term investors know about these bank failures and what do they reveal about the financial system?

If history tells us anything about investing, it's that markets never rise in a straight line. History shows that focusing on broader patterns while anticipating short-term choppiness can increase the likelihood of achieving financial goals.

Only one full week into 2023, news headlines have already sparked concern among some investors. What should long-term investors be watching in order to focus on the big picture?