Investing Management Insights

Get the basics of investing explained in a way that makes sense. Find out how to build the investment strategy you need based on your goals.

Key trends for 2026, explained.

Recession fears. AI hype. Dollar strength. Explore our year-end wrap up for insights, analysis and a clear perspective on what these and other trends mean for your financial life.

An illustration of hands next to a crystal ball.

Is the US dollar losing its crown? Why it still reigns supreme.

The ol’ greenback fights off pretenders to the throne.
Market predictions: why forecasts often miss the mark.

Real life serves up a reality check.
Market volatility in 2025: from tariff turbulence to a strong finish.

2025 was great if you enjoy that stomach-dropping high.
The Fed’s balancing act and interest rate uncertainty.

Looking at inflation, jobs and what comes next.
The question everyone’s asking: Is the market in an AI bubble?

Or is there something underneath the froth?
$38 trillion US debt: Should investors worry?

The national debt is high, but crisis isn’t imminent.
Looking Ahead to 2026: Key Market Lessons from a Volatile 2025

Investing is “risky business,” but you know how to handle it.
Diversification Is Back: Why the 60/40 Portfolio Still Works in 2025

2025’s comeback kid has risen from the ‘dead.’
Building a Multigenerational Portfolio: Strategies to Help Withstand Economic Shifts

Generational wealth might be the greatest gift you can give.
Are We in a Stock Market Bubble?
5 Steps to Building Wealth in Texas

Advice Lone Star State residents can put into action.
5 Steps to Building Wealth in Illinois

Advice you can put into action in the Land of Lincoln.
5 Steps to Building Wealth in Massachusetts

Advice Bay State residents can put into action.
5 Steps to Building Wealth in New York

Advice Empire State residents can put into action.
Should You Have Crypto in Your Retirement Strategy?

Learn the pros, cons and strategies to consider for including crypto in your retirement plan.
What are the 'Financial Engines'?

A closer look at our backstory.
Why the S&P 500 may fail as your portfolio’s benchmark

The goal of the equity index has little in common with the goal of a diversified, retirement portfolio.
CDs vs Stocks: Why You Should Think Twice About a CD

Diversified portfolios can perform better against CDs long term.
5 Steps to Building Wealth in California

Advice Golden State residents can put into action.
5 Steps to Building Wealth in Washington

Advice Evergreen State residents can put into action.
Active vs. passive investing

Here’s how to help choose the right approach for your goals.
Mental accounting benefits and pitfalls
Growth vs value stocks: Which is better for your portfolio?

A look at how these very different types of equities can complement each other.
When to sell ESPP stocks

It all comes down to asset allocation and risk management.
5 Steps to Building Wealth

A disciplined approach can help you reach your financial goals
Should You Rebalance in a Down Market?

A strategic approach can help you achieve your long-term goals.
Market Uncertainty Explained: Strategies for Investors in 2024
When to Rebalance your Portfolio

Rebalancing is a critical driver of long-term returns.
How To Build Generational Wealth

A disciplined approach can help you reach your financial goals.
Putting Election Anxiety in Its Place

Election anxiety and your portfolio.
How Does the Federal Deficit Impact You?

Because money doesn’t come with instructions.®
The Comprehensive Parenting Contribution

The job of being a parent is worth an annual salary of $1,214,230!
What are Bitcoin ETFs?

The risks and potential of cryptocurrency.
What everyone can learn from women and investing

Women may outperform men but face unique financial challenges.
Investing during inflation: How to help protect your portfolio

How to help protect your portfolio from high inflation.
Setting Investment Goals for High-Net-Worth Individuals

How to choose the right investment strategy to help grow and protect your wealth.
Volatility in the stock market: what it means and how to manage it

Here’s how you can make market volatility work for you.
Are I bonds a good investment?

Series I savings bonds could offer unique benefits to your portfolio.
How to Rebalance a Portfolio

Keep your risk profile in line with your goals.
How Do Stock Options Work for Employees?

Understanding ISOs, NSOs and the language of an employee stock option program.
Recency Bias and Staying Rational

Here’s why relying on recent memory can lead to bad investment decisions.
Should you try to hedge against inflation?

Finding an investment strategy that works can be tricky.  
Meet your chief investment officer Neil Gilfedder

A Q and A with Neil Gilfedder.
I bonds: The inflation-protected asset you should know about

This U.S. Treasury bond offers specific advantages during inflationary times.
Passive investing: Is it right for you?

Weighing the potential advantages over active investing.