As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring cleaning on their radar this year. 1 While most focus on the physical space, spring is also a great time to get your financial house in order. Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money...

What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...

A trust is simply a legal document that acts as a container to hold or own property, cash, securities, or other items of value.