Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Related Content What’s Your Financial Planning Sign Discover your financial planning sign. The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding. Tax-Advantaged Retirement Strategies Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.