Two the Point – Strong Fundamentals. Normal Volatility.
Market swings don’t always mean economic trouble. Here’s what investors should know.
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Two the Point – When Good News Isn’t Good Enough
Strong earnings don’t always lead to higher stock prices. This earnings season is highlighting an important reality: expectations matter just as much as fundamentals. Dive deeper into this week’s market trends with Andrew N. Davis, CFA.
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Two the Point – The Evidence Builds
June inflation data showed continued progress, the Fed has greater flexibility to remain patient, and early earnings from major banks reflected strength across businesses and consumers. Watch the full commentary from Andrew N. Davis, CFA to learn more.
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Two the Point – Don’t Confuse a Good Economy with a Good Market
The distinction between a good economy and a good market is an important one for investors. Watch the full commentary from Andrew N. Davis, CFA, for perspective on earnings expectations, market leadership, and the outlook for long-term investors.
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Two the Point – Freedom From the Headlines
In this episode, we examine the many different states of a healthy market, which sometimes come as a surprise to investors. Watch the full commentary from Andrew N. Davis, CFA®.
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Two the Point – One Economy, Two Stories
One economy, two stories. Manufacturing is improving and the labor market remains steady, while housing and business sentiment continue to feel the strain of higher rates. For investors, the picture is mixed but still constructive. Watch the full commentary from Andrew N. Davis, CFA.
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Hidden Risks of Dying Without a Will
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Without a will, state law decides who inherits your estate. In Pennsylvania, a married person with no children but living parents may leave a surviving spouse only the first $30,000 outright, splitting the remainder with those parents, a scenario known as…
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Two the Point – Too Strong to Cut, Too Hot to Celebrate
The labor market remains resilient, corporate profits remain stable, and inflation has proven sufficiently persistent to warrant a patient, measured approach. Andrew N. Davis, CFA, unpacks what the Fed’s forward guidance means for portfolios in the latest edition of Two the Point.
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Timing, Taxes, and 529 Plans
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Saving for college comes with a fixed timeline, which makes early and tax-efficient planning especially important. Strategies such as 529 plans can help support your education savings within your broader financial plan.
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Estate Planning Essentials: Crummey Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Crummey trusts can help families use the annual gift exclusion while supporting longer-term estate planning goals. They offer a thoughtful way to move assets out of an estate without giving beneficiaries immediate unrestricted control. Learn more about whether a Crummey trust…
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Securing the Future with Special Needs Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This video explains the role of Special Needs Trusts in planning for the future while preserving benefits and supporting lifelong care.
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Plan with Purpose: Rethinking Retirement Planning
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why it’s never too late to plant the retirement tree—by clarifying your vision for life after work, aligning your income sources to support it, and preparing for risks so your plan can evolve as life changes.
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Smart Planning for Cohabiting Couples
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we discuss why cohabitation plans are becoming essential for couples who choose to live together without marrying.
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How to Prevent Lifestyle Creep
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
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Navigating Finances Amid Gray Divorce
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Divorce after 50 can complicate retirement plans, asset division, and financial stability. With the right team of professionals, these challenges can be managed effectively. Learn how to navigate Gray Divorce with clarity and preparation in this week’s Planning in Focus with…
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How to Prioritize Your Money When Goals Compete
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Balancing financial goals like paying down debt, saving for retirement and supporting your family can feel overwhelming. Matthew Thornton, CFA, shares a simple framework to help you prioritize your financial goals in this week’s Planning in Focus.
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The Power of Purpose Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode we discuss purpose trusts and how they can be utilized in business planning.
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Roth Changes for High Earners in 2026
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Secure Act 2.0 is reshaping retirement contributions for high earners. Business owners, are you prepared? Ensure your plan includes Roth options, communicate the changes, and take this opportunity to optimize your retirement offerings. Matthew Thornton, CFA, breaks down how to navigate…
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How to Set Smart Financial Goals
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we break down how to use the SMART acronym to set clear, achievable financial goals.
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2025 Year-End Planning Insights
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week Matt Thornton, CFA® discusses planning strategies for the end of the year.
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How To Teach Your Kids About Money
Financial literacy starts at home. From teaching young children about delayed gratification to coaching teens on saving and investing, parents play a vital role in shaping money-smart kids. Matthew Thornton, CFA breaks down practical tips for every age in this week’s Planning in Focus. Planning in Focus is your guide to navigating the complexities of wealth…
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Financial Strategies for Giving Season
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
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2025 Financial Checkup
Planning in Focus is your guide to navigating the complexities of wealth management with ease. From rebalancing portfolios after strong market years to updating beneficiary designations and watching for capital gains, Matt Thornton outlines how to make sure your strategy is aligned with your goals.
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The Backdoor Roth Strategy Explained
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
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When Should You Claim Social Security?
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
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Tax-Smart Retirement Planning
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.
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The Costly Blindspot Business Owners Ignore
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
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Should You Invest in Alternatives?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss alternative investments.
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The 101 on 529 Accounts
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss college savings accounts.
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How to Navigate The New Reality of Retirement
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate the new reality of retirement.
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Two the Point – Earnings Climb as the Fed Divide Grows
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Earnings, Expectations, and Economic Balance
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Target Date Funds: What You Need to Know
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
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Two the Point — Signals in the Static
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — The Quiet Strength of the Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Are You Financially Responsible for Your Parents?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
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Two the Point — No Cuts, No Clarity
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Cool Inflation, Warm Risks
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Estate Plans: Not Just for the Wealthy
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
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Two the Point — The Soft Side of Hard Data
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Where Does The Fed Go From Here?
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Four Documents Every Adult Needs
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the four key pillars of an estate plan.
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Two the Point — Redefining the AI Race
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — 2025 Mid-Year Outlook: Building Resilience
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Wills vs. Trusts: Which One Do You Need?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
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Two the Point — Tariff Truce, Steady Data and a Shifting Narrative
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Two the Point — Still Standing, But Showing Signs of Strain
In our weekly video series we highlight important observations regarding the economy and the financial market.
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Building Generational Wealth: How To Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
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