With the market’s volatility during 2020, you may have some positions that are currently valued below what you paid – a situation known as an “unrealized loss.” A good practice to evaluate before year end is to check to see if you have...

Many love the feeling of a satisfying gift to a loved one. For those that may face a potential federal or state estate tax, making annual gifts to loved ones can feel even better because it may keep possible tax dollars away from the government....

Stocks floated higher again last week, buoyed by hopes for a brighter future on the promise of COVID vaccines and fiscal stimulus. The market is looking beyond the current rate of record new infections and apparently sees much sweeter times ahead....

Three Things to Know Twenty-three sets of brothers died when the USS Arizona was sunk during the attack on Pearl Harbor on December 7, 1941. (Source: History.com)In recent years, online retailing was taking about a 1% share annually from...

I’m not sure anyone would disagree that the past 12 months have been stressful and a whirlwind, but they’ve also been eventful. This has been particularly true with all the recent regulatory changes impacting retirement plan accounts. In fact,...

THREE THINGS TO KNOW The 30-year Treasury bond had a total return in October of -4.25% as the yield increased 19 bps, from 1.45% to 1.64%, demonstrating that the current low yields heighten the risk of fixed income instruments with small yield...

Unlike years past when you may have been dreading that there are a mere seven weeks remaining in the year, you may be happy to see this one end. The year 2020 has been a year like none other. It has been a leap year, an election year, and of course,...

In addition to the usual financial risks we have such as inflation risk, market risk, and economic risk; there is another risk to confront in retirement: longevity risk, which is the risk of outliving your retirement assets. When planning for...

Are you preparing to send a child off or back to college? Dorm room decorations, getting the car serviced, and just about every other worry about your “little one” heading off on their own may be passing through your mind. However, one item often...

When the uncertainty of COVID-19 placed pressure on companies to adapt, Benjamin F. Edwards & Co. in Chesterton responded with extraordinary resolve and quick action. Benjamin F. Edwards & Co. has been forward thinking and...