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Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: The Fed Pivots to Fight Inflation
• 401(k) and IRA: A Combined Savings Strategy
• Charitable Giving Can Be a Family Affair
• Your Social Security Statement: What’s in It for You?
• Looking Back, Looking Forward
• Going Public: How Are Direct Listings Different from IPOs?
• HOT TOPIC: Supply-Chain Chaos: Holiday Edition
• Should You Speed Up Your Retirement Plans?
• Year-End 2021 Tax Tips
• Balancing Medicare and Work-Based Insurance
• Is Your Business Eligible for the Research and Development Tax Credit?
• Catalytic Converter Thefts Are on the Rise: Here’s Why
• HOT TOPIC: The Budget and the Debt Ceiling: Round 2
• Net Price Calculators Help Gauge College Affordability
• Is a High-Deductible Health Plan Right for You?
• Women Face Challenges in a Post-Pandemic World
• Do You Have a Tax-Smart Withdrawal Strategy?
• NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
• HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
• Four Reasons to Review Your Life Insurance Needs
• Grandparent 529 Plans Get a Boost Under New FAFSA Rules
• A Map for Your Family
• Credit Scores Reach Record High
• Fund Retirement and Reward Workers with a Cash Balance Plan
• HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
• Signs of a Scam…and How to Resist It
• Child Tax Credit for 2021: Will You Get More?
• A More Affordable Life Insurance Solution
• Following the Inflation Debate
• What a Relief! Congress Acts Against Surprise Medical Bills
• HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
• Don’t Let Debt Derail Your Retirement
• International Investing: Opportunity Overseas?
• Concerned About Inflation? Consider TIPS
• Company Stock and Your Retirement Strategy
• Crisis Averted? Financial Help for Struggling Renters and Landlords
• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
• Considerations When Making Gifts to Children
• A Steady Strategy
• Pension or Lump Sum: Which Should You Choose?
• Stock Market Risks in the Spotlight
• Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
• HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
• New Changes to College Financial Aid and Education Tax Benefits
• How Well Do You Understand Retirement Plan Rules?
• Is the Medicare Donut Hole Really Closed?
• Corporate Debt: Are Juicier Yields Worth the Extra Risk?
• Your Business: New Rules for Writing Off Restaurant Meals
• Real Estate for Income and Diversification
• Five Tips to Follow When Applying for a Mortgage
• Social Security Spousal Benefits
• Portfolios Get Personal: Growing Interest in Socially Responsible Investing
• Your Business: Minimum-Wage Laws in the Spotlight
• HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
• A Financial Wellness Plan Can Help Pave the Road to Retirement
• Four Things Investors Should Know About Stock Splits
• All-in-One Funds: Targeting Time or Risk?
• Working While Receiving Social Security Benefits
• Your Business: Reasons to Keep Personal and Business Finances Separate
• Key Retirement and Tax Numbers for 2021
• Are Value Stocks Poised for a Comeback?
• Home Sweet Home Equity
• Asset Protection: Make Sure Your Umbrella Is Big Enough
• Is Your Home Office Also a Tax Shelter?
• Sequence Risk: Preparing to Retire in a Down Market
• Watch Out for These Financial Pitfalls in the New Year
• New Fed Policy Suggests Low Rates for the Long Term
• When You Can’t Speak for Yourself
• Big Data for Smaller Players

Research Articles

• Weekly Market Commentary | January 18, 2022
• Weekly Market Commentary | January 10, 2022
• Weekly Market Commentary | January 3, 2022
• Weekly Market Commentary | December 27, 2021
• Weekly Market Commentary | December 20, 2021
• Outlook 2022 | Executive Summary
• Outlook 2022 | Client Letter
• Weekly Market Commentary | December 13, 2021
• Weekly Market Commentary | December 6, 2021
• Weekly Market Commentary | November 22, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
• Weekly Market Commentary | November 15, 2021
• Weekly Market Commentary | November 8, 2021
• Weekly Market Commentary | November 1, 2021
• Weekly Market Commentary | Oct. 25, 2021
• Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
• Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
• Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
• Weekly Market Commentary | September 13, 2021
• Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
• Weekly Market Commentary | August 30, 2021
• Weekly Market Commentary - September 20, 2021
• Weekly Market Commentary | August 23, 2021
• Weekly Market Commentary | August 16, 2021
• Weekly Market Commentary | August 9, 2021
• Weekly Market Commentary | August 2, 2021
• Weekly Market Commentary | July 26, 2021
• Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
• Midyear Outlook 2021 - Client Letter
• Midyear Outlook 2021 - Picking Up Speed
• Weekly Market Commentary | July 12, 2021
• Weekly Market Commentary | June 28, 2021
• Weekly Market Commentary | June 21, 2021
• Weekly Market Commentary | June 14, 2021
• Weekly Market Commentary | June 7, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 17, 2021
• Weekly Market Commentary | May 10, 2021
• Weekly Market Commentary May 3, 2021
• Outlook 2022: Passing the Baton
• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Control the Distribution of My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• History of the Federal Estate Tax
• What Is a SIMPLE?
• What Is a Roth 401(k)?
• What Is a Profit-Sharing Plan?
• What Is a Money Purchase Pension Plan?
• What Is a 403(b) Plan?
• Why Do People Buy Annuities?
• What Is a Split-Annuity Strategy?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• What Is a 1035 Exchange?
• Unforgettable Birthdays
• Don’t Bank Your Retirement on Your Business
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• Social Security Income
• What Is a Self-Employed Retirement Plan?
• What Is an Indexed Annuity?
• Retirement Plan Distributions
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Do I Have?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• How Can I Upgrade My Insurance — Tax-Free?
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• Growth Stocks vs. Value Stocks
• How Are Mutual Funds Taxed?
• What Is Stock?
• What Are Zero-Coupon Bonds?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• How Can I Save for My Child’s College Education?
• What College Investment Options Do I Have?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• What About Financial Aid for College?
• What Savings Alternatives Are Available?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• Life Insurance for Business Owners
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• Disability Income Insurance for Business Owners
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• What Are the Main Types of Auto Insurance?
• Making a Property Insurance Claim
• How Can I Maximize My Insurance Benefits?
• How Can I Insure My Future?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• What Are the Basic Types of Life Insurance?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Flipbooks