Scammers are using AI and impersonation tactics more than ever. Regarding internet fraud alone, the FBI reports receiving more than one million online financial crime complaints in 2025, with losses totaling almost $20.9 billion — a 26% increase from 2024. Learn the warning signs and simple steps to help protect yourself. At Investment and Insurance Planning Services, we believe financial planning is about more than investments and retirement strategies. It's about helping protect the...

Some investors in the Janus Henderson Balanced Fund may soon receive proxy materials regarding an upcoming shareholder vote connected to a proposed transaction involving Janus Henderson Group , the parent company of the fund. Because proxy notices can sometimes be confusing, this article provides a brief overview of what the vote involves and what it may mean for investors. What Is Being Proposed Janus Henderson Group has agreed to be acquired by a group of institutional investors and taken...

As part of our ongoing effort to strengthen our investment process, we want to share an update regarding the Strategic Asset Management (SAM) portfolios used in some client accounts. Expanding Our Investment Resources We recently engaged Horizon Investments as a strategic consultant. Horizon provides institutional-level research and asset allocation guidance, adding an additional layer of analytical support to our portfolio management process and enhancing the resources working on behalf of...