Understand the kinds of risk as well as the extent of risk that you choose to take, and to learn ways to manage it.

Doing a few quick projections will help you estimate your present tax situation and identify any glaring issues you'll need to address while there's still time.

Long-term is more than six months. We believe the long-term investor is best served by adhering to a disciplined investment process, saving more, working longer and spending less. Read our full perspectives for Q3 of 2018.

In January we published our 2018 Perspectives. Now that we are halfway through the year, we believe an over-arching theme of global economic convergence is continuing to fuel global growth. Below are our reviews and reflections on our earlier viewpoints.

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a good time to do so.