Tax Planning Insights
A Helpful Guide to Saving for Children
Many parents want to start saving for their children but are not sure where to begin. With so many options available, from flexible accounts parents control to irrevocable gifts that permanently belong to the child, it can be hard to know which strategy fits best.
This guide walks through the most common ways to save for children, breaking down the pros and cons of each approach and when one strategy might make more sense than another.
Use it to help:
- Understand the savings options
- Weigh flexibility against tax advantages
- Recognize when a gift is irrevocable
- Open meaningful conversations about family financial goals
Market Perspectives
Asset Class Performance: Year-to-Date Update
Wondering how different parts of the market are performing this year? Two charts break down year-to-date returns across major asset classes — including U.S. stocks, international equities, bonds, and commodities — and puts 2026 in context with historical performance dating back to 2011.
The charts illustrate why diversification matters, how quickly market leadership can shift from year to year, and the long-term case for staying balanced.
Financial Planning Considerations
Your Goals Are Always Evolving — Is Your Plan Keeping Up?
Even small shifts in your priorities can have a real impact on your financial plan.
Take a few minutes to review The Master List of Goals. A checklist to help you reflect on what matters most across retirement, taxes, healthcare, personal growth, and estate planning.
