This week we discuss three tax topics with senior wealth advisor Sharon Calhoun. QCDs, 1099s, and filing timing. Taxes filing is due April 18th.

We believe a portfolio needs players on both offense and defense when investing for the long term. Setting aside dollars for the short term can help buy time during market volatility.

Replay. Jason Ranallo presents prepared remarks and hosts a Q&A session. Topics include discussion on various themes impacting markets and the economy, notably: market performance, inflation, earnings comparisons, and digital assets.

Change surrounds us in our personal lives and certainly our financial lives. Change can be hard at times, as we naturally seek to find certainty in the unknown.

A non-rebalanced portfolio can lead to being more vulnerable to market segment declines. We discuss why and when to rebalance a diversified portfolio.

We find that 2021 demonstrated the "average of none" better than most. Take the U.S. stock market, for example; only during 6 of the past 96 years did investors experience a result close to the average return of 10 percent.