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Picture of a woman shopping for groceries during a recession.

5 min read

Markets and the economy

What is a recession?

The signs of a recession aren’t always clear, but there are steps you can take, every day, to help secure your financial goals.

Young couple talking to a financial advisor.

4 min read

Retirement planning

Can you have a 401(k) and an IRA?

Absolutely. If you contribute to a 401(k) and an IRA or Roth IRA you may be able to meet multiple retirement savings goals, too.

Two employees in an office space discussing defined benefit plans.

4 min read

Retirement planning

What is a defined benefit plan?

Commonly referred to as a pension, a defined benefit plan offers eligible employees a set amount of income for retirement.

Photo of a person checking the performance of their investments on their phone.

6 min read


How to invest in a bear market: 5 options to consider

In a bear market, many investments drop in price, like they’re “on sale” for new investors. If you’ve been waiting to invest for the long term, now may be the time. Here are some tips to get started.