Insights

Open enrollment is your annual chance to align benefits with financial goals—review coverage, costs, and tax savings to avoid costly mistakes.

Review your insurance coverage annually to stay protected, save money, and meet your evolving needs.

Equities climbed the “wall of worry” to reach new highs in Q3

Discover expert tips to build, manage, and maximize your savings so you’re ready for any financial surprise—start securing your peace of mind today!

Boost your retirement savings by maximizing employer matches, automating contributions, and aligning your funds with your long-term goals.

Periodic tax check-ins can help you adjust withholdings, optimize investments, and plan for life changes, so there are no surprises next April.

Unlock the power of financial planning to help your family attain affordable education, preserve wealth, and reduce taxes.

In Forbes, Dan Kern discusses investment strategies that were successful in the past decade and five considerations for investors as we look toward the next decade.

Small project, big impact—use this midyear moment to realign your finances and finish the year with confidence.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Saving for the future doesn’t mean sacrificing fun in the present—discover smart budgeting tips that enable enjoyment alongside long-term financial success.

Tailor your investment portfolio by making strategic adjustments to reach long-term goals, manage risk, and optimize growth.

Learn how tailored sustainable investing strategies can create impact and align your portfolio with your values and performance goals.

The stock market hates uncertainty, and recent changes in US tariff policy have clouded the near-term outlook. Dan Kern analyzes the current situation and shares what to expect in the months ahead.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Maximize your financial growth by tailoring your investment strategies to support your financial goals at different life stages.

Are you ready for the April 15th tax filing deadline? If not, we explain how filers can seek a six-month extension.

In The Street, Dan Kern discusses create an effective asset allocation strategy tailored to your goals, time horizon, and risk tolerance.

Market corrections are typically caused by a decline in economic fundamentals, but the recent volatility is largely attributable to rising uncertainty about the government’s economic policy plans.

 

 

Tariffs have the potential to shake up prices and affect purchasing power, which poses challenges for investors. Stay informed to better understand this fluid policy landscape.

With tax season upon us, it’s time to take stock of your financial records and note any changes that may impact your filing this year.

Dan Kern discusses the S&P 500 outlook for 2025, including key factors such as AI’s impact, inflation trends, and the Fed’s policy moves.

At Nixon Peabody Trust Company, we continuously evaluate economic data and market forecasts to stay on top of fundamental changes in the investment environment.

As the new year begins, it’s the perfect time to evaluate your financial health and take actionable steps to secure your future.

Daniel Kern discusses Tesla’s (TSLA) recent pullback “overdue” since the U.S. election on Schwab Morning Trade Live

As we turn the calendar to 2025, investors should consider making New Year’s resolutions to lead a healthier investment life in the coming year. Here are some ideas from Chief Investment Officer Dan Kern published in Kiplinger.

Learn about the investment potential of infrastructure assets, including their role in diversification, inflation protection and long-term returns.

Helpful tax rate table information for 2025 gift and estate tax planning.

Chief Investment Officer Dainel Kern joined Schwab Network’s “Morning Trade Live” to discuss the earnings outlook for Cisco Systems.

Markets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.

Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.

Chief Investment Officer Daniel Kern joined Bloomberg Intelligence’s Votes and Verdicts podcast to provide neutral and market-focused comments on a variety of topics discussing how the 2024 US presidential and congressional elections impact the markets.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Dan Kern speaks to Schwab Network’s “Morning Trade Live” breaking down the JPMorgan Chase earnings report.

Rate cuts. Jobs reports. Q3 earnings and a close presidential race.

Learn how to use goals, time horizons and more to measure the success of your investments.

Nixon Peabody Trust Company’s guidance helped a Massachusetts business owner bequeath money to his heirs while living out his retirement dreams.

In the wake of the Covid-19 pandemic, the global investment landscape has been irrevocably altered.

Learning what not to do can put you on a better path to success.

What separates the best investors from the rest?

Learn the secrets to sustainable dividend income and avoid portfolio pitfalls.

Open enrollment is your annual chance to align benefits with financial goals—review coverage, costs, and tax savings to avoid costly mistakes.

Review your insurance coverage annually to stay protected, save money, and meet your evolving needs.

Equities climbed the “wall of worry” to reach new highs in Q3

Discover expert tips to build, manage, and maximize your savings so you’re ready for any financial surprise—start securing your peace of mind today!

Boost your retirement savings by maximizing employer matches, automating contributions, and aligning your funds with your long-term goals.

Periodic tax check-ins can help you adjust withholdings, optimize investments, and plan for life changes, so there are no surprises next April.

Unlock the power of financial planning to help your family attain affordable education, preserve wealth, and reduce taxes.

In Forbes, Dan Kern discusses investment strategies that were successful in the past decade and five considerations for investors as we look toward the next decade.

Small project, big impact—use this midyear moment to realign your finances and finish the year with confidence.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Saving for the future doesn’t mean sacrificing fun in the present—discover smart budgeting tips that enable enjoyment alongside long-term financial success.

Tailor your investment portfolio by making strategic adjustments to reach long-term goals, manage risk, and optimize growth.

Learn how tailored sustainable investing strategies can create impact and align your portfolio with your values and performance goals.

The stock market hates uncertainty, and recent changes in US tariff policy have clouded the near-term outlook. Dan Kern analyzes the current situation and shares what to expect in the months ahead.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Maximize your financial growth by tailoring your investment strategies to support your financial goals at different life stages.

Are you ready for the April 15th tax filing deadline? If not, we explain how filers can seek a six-month extension.

In The Street, Dan Kern discusses create an effective asset allocation strategy tailored to your goals, time horizon, and risk tolerance.

Market corrections are typically caused by a decline in economic fundamentals, but the recent volatility is largely attributable to rising uncertainty about the government’s economic policy plans.

 

 

Tariffs have the potential to shake up prices and affect purchasing power, which poses challenges for investors. Stay informed to better understand this fluid policy landscape.

With tax season upon us, it’s time to take stock of your financial records and note any changes that may impact your filing this year.

Dan Kern discusses the S&P 500 outlook for 2025, including key factors such as AI’s impact, inflation trends, and the Fed’s policy moves.

At Nixon Peabody Trust Company, we continuously evaluate economic data and market forecasts to stay on top of fundamental changes in the investment environment.

As the new year begins, it’s the perfect time to evaluate your financial health and take actionable steps to secure your future.

Daniel Kern discusses Tesla’s (TSLA) recent pullback “overdue” since the U.S. election on Schwab Morning Trade Live

As we turn the calendar to 2025, investors should consider making New Year’s resolutions to lead a healthier investment life in the coming year. Here are some ideas from Chief Investment Officer Dan Kern published in Kiplinger.

Learn about the investment potential of infrastructure assets, including their role in diversification, inflation protection and long-term returns.

Helpful tax rate table information for 2025 gift and estate tax planning.

Chief Investment Officer Dainel Kern joined Schwab Network’s “Morning Trade Live” to discuss the earnings outlook for Cisco Systems.

Markets are responding to policy expectations after the US presidential election. Investors should stay focused on a long-term strategy despite election uncertainties.

Chief Investment Officer Daniel Kern joined Bloomberg Intelligence’s Votes and Verdicts podcast to provide neutral and market-focused comments on a variety of topics discussing how the 2024 US presidential and congressional elections impact the markets.

We continuously evaluate real-time economic data and short- and long-term forecasts to build customized strategies that grow your money.

Dan Kern speaks to Schwab Network’s “Morning Trade Live” breaking down the JPMorgan Chase earnings report.

Rate cuts. Jobs reports. Q3 earnings and a close presidential race.

Learn how to use goals, time horizons and more to measure the success of your investments.

In the wake of the Covid-19 pandemic, the global investment landscape has been irrevocably altered.

What separates the best investors from the rest?

Learn the secrets to sustainable dividend income and avoid portfolio pitfalls.

The key differences between a a Roth 401(k) and after-tax 401(k)

Through business succession planning and wealth management, Nixon Peabody Trust Company helped a family ensure financial prosperity and growth for years to come.

Nixon Peabody Trust Company’s guidance helped a Massachusetts business owner bequeath money to his heirs while living out his retirement dreams.