Insights

To keep you informed on topics relevant to managing your wealth, we post our commentaries and other news items here. We welcome the opportunity to answer your questions about any of these matters.

AllNewsCommentary

Commentary / 05.23.2025

Muirwood Insight: The Key to Retirement

The key to retirement isn't savings— it's cash flow. Three common strategies can help structure retirement income. - by Chris Kenny
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Commentary / 05.01.2025

BlackRock: Student of the Market

Market observations from the world's largest asset manager
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News / 04.16.2025

Article: What 401(k) Savers Near Retirement Can Do Amid Market Volatility

Whether retirement is years away, a year or two out or in the rearview mirror, here's how to handle uncertainty in your 401(k).
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News / 03.19.2025

Article: The Power of Compound Interest

The key is understanding how it works and how to maximize its potential to build financial security.
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News / 02.18.2025

Article: Retirement Planning and Gifting

Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
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News / 01.16.2025

Article: An Investing Plan for This Year

Achieve more when investing in 2025 by planning to work smarter, not harder.
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News / 12.18.2024

Article: Important Money Moves

Start 2025 off on solid financial footing by checking off these tasks by year-end.
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News / 11.14.2024

Article: Emergency Fund

The most common emergencies you should be saving for, as well as tips for how to build those savings in the first place.
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News / 10.21.2024

Article: Financial Tips for Widows and Widowers

The death of a spouse can turn your world upside down; it’s important to take care of certain items. 
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News / 09.17.2024

Article: How to Talk About Estate Planning With Your Family

Here are some things to keep in mind...
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News / 07.18.2024

Article: Medicare Basics

Whether you’re already receiving benefits or plan to receive them in the future, here are 11 things you need to know
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News / 06.18.2024

Article: How Should Couples Split Finances?

The complete breakdown...
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News / 05.16.2024

Article: A Financial Checklist for Widows

Including steps to take right away and those that can be delayed
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News / 04.15.2024

Article: Celebrating Financial Literacy Month

Identify your money weaknesses and turn them into strengths
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News / 03.14.2024

Article: What is a Living Trust?

Decide how your assets should be managed, both in your lifetime and after you're gone
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News / 02.20.2024

Article: What Every Woman Needs to Know Before Retiring

For women of all ages... reduce vulnurability and get empowered!
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Commentary / 02.01.2024

BlackRock: Election Year Special

Special edition of BlackRock's Student of the Market
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News / 01.10.2024

Article: How to roll over your 401(k)

The hassles of cleaning up a string of leftover plans from half-forgotten old jobs will only get worse the longer you delay.
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News / 12.27.2023

Article: How saving for retirement is changing in 2024

Retirement account rules and contribution limits get adjusted this year.
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Commentary / 06.26.2023

Columbia Insights: 529 Plans

529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
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Commentary / 02.15.2023

Columbia Insights: Volatility

Time in the market beats market timing
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Commentary / 07.25.2022

Columbia: Latest Insights - 529 Accounts

Grandparents now have greater incentive to help pay for college
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Commentary / 08.24.2021

Columbia: Latest Insights - Taxes

Investors should plan for tax rates to change over time.
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Commentary / 07.13.2021

Columbia: Latest Insights - Inflation

Inflation-hedging your portfolio? Beware of unintended consequences.
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News / 04.16.2025

Article: What 401(k) Savers Near Retirement Can Do Amid Market Volatility

Whether retirement is years away, a year or two out or in the rearview mirror, here's how to handle uncertainty in your 401(k).
Learn more

News / 03.19.2025

Article: The Power of Compound Interest

The key is understanding how it works and how to maximize its potential to build financial security.
Learn more

News / 02.18.2025

Article: Retirement Planning and Gifting

Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
Learn more

News / 01.16.2025

Article: An Investing Plan for This Year

Achieve more when investing in 2025 by planning to work smarter, not harder.
Learn more

News / 12.18.2024

Article: Important Money Moves

Start 2025 off on solid financial footing by checking off these tasks by year-end.
Learn more

News / 11.14.2024

Article: Emergency Fund

The most common emergencies you should be saving for, as well as tips for how to build those savings in the first place.
Learn more

News / 10.21.2024

Article: Financial Tips for Widows and Widowers

The death of a spouse can turn your world upside down; it’s important to take care of certain items. 
Learn more

News / 09.17.2024

Article: How to Talk About Estate Planning With Your Family

Here are some things to keep in mind...
Learn more

News / 07.18.2024

Article: Medicare Basics

Whether you’re already receiving benefits or plan to receive them in the future, here are 11 things you need to know
Learn more

News / 06.18.2024

Article: How Should Couples Split Finances?

The complete breakdown...
Learn more

News / 05.16.2024

Article: A Financial Checklist for Widows

Including steps to take right away and those that can be delayed
Learn more

News / 04.15.2024

Article: Celebrating Financial Literacy Month

Identify your money weaknesses and turn them into strengths
Learn more

News / 03.14.2024

Article: What is a Living Trust?

Decide how your assets should be managed, both in your lifetime and after you're gone
Learn more

News / 02.20.2024

Article: What Every Woman Needs to Know Before Retiring

For women of all ages... reduce vulnurability and get empowered!
Learn more

News / 01.10.2024

Article: How to roll over your 401(k)

The hassles of cleaning up a string of leftover plans from half-forgotten old jobs will only get worse the longer you delay.
Learn more

News / 12.27.2023

Article: How saving for retirement is changing in 2024

Retirement account rules and contribution limits get adjusted this year.
Learn more

News / 07.23.2020

Forbes: How the Stock Market Performed Under Every U.S. President Since Truman

Biden vs Trump. Some speculate that the future of the republic hinges on the outcome of the next election. But for smart investors it doesn't really matter who wins.
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News / 06.11.2020

Muirwood Private Wealth Joins Sanctuary Wealth

Sanctuary Wealth, home to the next generation of elite financial advisors, announces that Muirwood Private Wealth, based in the financial center of northern California's East Bay, Walnut Creek, is the latest high-profile team to choose the partnered independence business model.
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Commentary / 05.23.2025

Muirwood Insight: The Key to Retirement

The key to retirement isn't savings— it's cash flow. Three common strategies can help structure retirement income. - by Chris Kenny
Learn more

Commentary / 05.01.2025

BlackRock: Student of the Market

Market observations from the world's largest asset manager
Learn more

Commentary / 02.01.2024

BlackRock: Election Year Special

Special edition of BlackRock's Student of the Market
Learn more

Commentary / 06.26.2023

Columbia Insights: 529 Plans

529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.
Learn more

Commentary / 02.15.2023

Columbia Insights: Volatility

Time in the market beats market timing
Learn more

Commentary / 07.25.2022

Columbia: Latest Insights - 529 Accounts

Grandparents now have greater incentive to help pay for college
Learn more