Not all investment portfolios are built the same way. Associate Financial Advisor Joseph Browning breaks down the three major retirement portfolio types—indexed, factor-based, and actively managed—exploring their advantages, disadvantages, and approaches to investing. Learn why understanding what you own and how your portfolio works is an important step toward aligning your investments with your long-term financial goals.

As 2025 winds down, now is the perfect time to make strategic financial decisions that can lower your tax bill, grow your investments, and set you up for a strong start to 2026.

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...