Smart Money™ Insights

Here, you’ll find insights on everything from smart investing and wealth preservation to navigating life’s financial transitions. Whether you’re planning for retirement, growing your business, or simply looking for ways to make smarter money decisions, we’re here to help you stay informed and empowered.

Presidential Elections & The Stock Market: Is There a Correlation?

Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

Four Reasons to Refinance Your Mortgage

October 20, 2020 Insights Taxes

There are many reasons why refinancing your mortgage might be a good idea. These include, but are not limited to, obtaining a lower interest rate, consolidating debt, eliminating private mortgage insurance, or changing the mortgage term.

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

October 20, 2020 Investing Insights Women & Money

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan

October 20, 2020 Retirement Funding Seniors

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage in the meantime.

First-Ever Wealth Tax Proposed in California: What California Residents Need to Know

October 20, 2020 Investing Taxes Lifestyle

Californians may experience the country's first-ever wealth tax. Here's what you need to know right away about this proposed bill.

Coping Financially After the Loss of a Spouse

October 20, 2020 Investing Retirement Funding Lifestyle Women & Money

The death of a spouse is one of the most difficult events a person can experience. Beyond the tremendous emotional impact, it can also be a time of deep financial uncertainty. Learn how to begin navigating this next chapter of your financial life.

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