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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: Trade Roundup: New Tariff Actions and Rates
• Test Your Knowledge of Estate Planning
• The College Landscape in 2026
• Medicare Open Enrollment: A Time for Choices
• Separately Managed Accounts: Tax-Efficiency and Tailored for You
• The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
• HOT TOPIC: 530A Trump Accounts Officially Open
• Is It Time to Declare Your Financial Independence?
• The Employment Situation: A Closely Watched Report
• Understanding the “No Tax on Tips” Deduction
• Strategies for Taking RMDs
• Media Trends: Where Have All the Readers Gone?
• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking
• Locked Out? How to Break Into Today’s Housing Market
• What Is Value Investing?
• Midyear Checkup: Can You Contribute More to Your Retirement Plan?
• Taxing Social Security Benefits: Clearing the Confusion
• Teens Say Social Media Takes a Toll on Mental Health
• HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?
• REITs Offer Income and Diversification
• What Is Asset-Based LTCI?
• What Can You Learn from Your Tax Return?
• Variable Annuities: Strategies to Help Counter Retirement Risks
• Goodbye Passwords, Hello Passkeys
• HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand
• Be Storm Smart: How to Prepare for Extreme Weather
• The Evolution of Retirement Savings
• Don’t Overlook the Value of Social Security Survivor Benefits
• The Corporate World Is All-In on AI
• Online Shopping in the Tariff Era
• HOT TOPIC: The Iran War, the Economy, and Your Portfolio
• Foreign Stocks Outperformed in 2025
• Medicare or Medicaid?
• New Auto Loan Interest Deduction Explained
• Small Business: Coping with the End of De Minimis Imports
• Is Your Dream Kitchen a Good Investment?
• HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
• No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
• Key Retirement and Tax Numbers for 2026
• Wealthy Colleges Face Expanded Endowment Tax
• A Roadmap for Your Family
• Could an HSA Strengthen Your Retirement Strategy?
• HOT TOPIC: Geopolitics and the U.S. Financial Markets
• Keeping Cool in Volatile Markets
• Q&A on RMDs
• Don’t Take the Bait: Top Tax Scams in 2025
• Retroactive Social Security Benefits: A Chance to Turn Back Time
• Location, Location, Location: The Premium Parents Pay for Top Schools
• HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
• Key Tax Law Changes to Higher Education Coming Soon
• Strategies for Smarter Giving
• Surprise! It’s Retirement Time
• Tips to Help Preserve Your Inheritance
• Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
• HOT TOPIC: The Shutdown is Over: What Now?
• Balancing Life in the Sandwich Generation
• Beneficiary Designations: Who Gets the Money?
• Closed-End Funds May Offer Higher Income
• Life Insurance for Two
• Unpacking the Real Limitations on Unlimited PTO
• HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
• Are You Prepared for the High Cost of Dying?
• What Happens to Your Time Horizon at Retirement?
• Navigating Medicare Open Enrollment
• Consider Roth for Tax-Free Income
• Avoiding Probate with a TOD Deed and TOD Account
• HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
• Life Insurance Might Help During Turbulent Economic Times
• How Has SECURE 2.0 Affected 401(k) Plans?
• Three Ways to Help Build Financial Resilience
• Could Employee Ownership Be Part of Your Succession Plan?
• Grocery Games: Strategies to Help Stretch Your Food Budget

Research Articles

• Weekly Market Commentary | September 30, 2024
• Weekly Market Commentary | September 8, 2026
• Weekly Market Commentary | August 31, 2026
• Weekly Market Commentary | August 24, 2026
• Weekly Market Commentary | August 17, 2026
• Weekly Market Commentary | August 10, 2026
• Weekly Market Commentary | August 3, 2026
• Weekly Market Commentary | July 27, 2026
• Weekly Market Commentary | July 20, 2026
• Weekly Market Commentary | July 13, 2026
• Midyear Outlook 2026 | July 7, 2026
• Weekly Market Commentary | June 29, 2026
• Weekly Market Commentary | June 22, 2026
• Weekly Market Commentary | June 15, 2026
• Weekly Market Commentary | June 8, 2026
• Weekly Market Commentary | June 1, 2026
• Weekly Market Commentary | May 26, 2026
• Weekly Market Commentary | May 18, 2026
• Weekly Market Commentary | May 11, 2026
• Weekly Market Commentary | May 4, 2026
• Weekly Market Commentary | April 27, 2026
• Weekly Market Commentary | April 20, 2026
• Weekly Market Commentary | April 13, 2026
• Weekly Market Commentary | April 6, 2026
• Weekly Market Commentary | March 30, 2026
• Weekly Market Commentary | March 23, 2026
• Weekly Market Commentary | March 16, 2026
• Weekly Market Commentary | March 9, 2026
• Weekly Market Commentary | March 2, 2026
• Weekly Market Commentary | February 23, 2026
• Weekly Market Commentary | February 17, 2026
• Weekly Market Commentary | February 9, 2026
• Weekly Market Commentary | February 2, 2026
• Weekly Market Commentary | January 26, 2026
• Weekly Market Commentary | January 20, 2026
• Weekly Market Commentary | January 12 2026
• Weekly Market Commentary | January 5, 2026
• Weekly Market Commentary | December 22, 2025
• Weekly Market Commentary | December 15, 2025
• Outlook 2026 | The Policy Engine
• Weekly Market Commentary | December 1, 2025
• Weekly Market Commentary | November 24, 2025
• Weekly Market Commentary | November 17, 2025
• Weekly Market Commentary | November 10, 2025
• Weekly Market Commentary | November 3, 2025
• Weekly Market Commentary | October 27, 2025
• Weekly Market Commentary | October 20, 2025
• Weekly Market Commentary | October 13, 2025
• Weekly Market Commentary | October 6, 2025
• Weekly Market Commentary | September 29, 2025
• Weekly Market Commentary | September 22, 2025
• Weekly Market Commentary | September 15, 2025
• Weekly Market Commentary | September 8, 2025
• Weekly Market Commentary | September 2, 2025
• Weekly Market Commentary | August 25, 2025
• Weekly Market Commentary | August 18, 2025
• Weekly Market Commentary | August 11, 2025
• Weekly Market Commentary | July 28, 2025
• Weekly Market Commentary | July 21, 2025
• Weekly Market Commentary | July 14 2025
• Weekly Market Commentary | June 30 2025
• Weekly Market Commentary | June 23, 2025
• Weekly Market Commentary | June 16, 2025
• Weekly Market Commentary | June 9, 2025
• Weekly Market Commentary | June 2, 2025
• Weekly Market Commentary | May 27, 2025
• Weekly Market Commentary | May 19, 2025
• Weekly Market Commentary | May 12, 2025
• Weekly Market Commentary | May 5, 2025
• Weekly Market Commentary | April 28, 2025
• Weekly Market Commentary | April 21, 2025
• Weekly Market Commentary | April 14, 2025
• Weekly Market Commentary | April 7, 2025
• Weekly Market Commentary | March 31, 2025
• Weekly Market Commentary | March 24, 2025
• Weekly Market Commentary | March 17, 2025
• Weekly Market Commentary | March 10, 2025
• Weekly Market Commentary | March 3, 2025
• Weekly Market Commentary | February 24, 2025
• Weekly Market Commentary | February 18, 2025
• Weekly Market Commentary | February 10, 2025
• Weekly Market Commentary | February 3, 2025
• Weekly Market Commentary | January 27, 2025
• Weekly Market Commentary | January 21, 2025
• Weekly Market Commentary | January 13, 2025
• Weekly Market Commentary | January 6, 2025
• Weekly Market Commentary | December 30, 2024
• Weekly Market Commentary | December 23, 2024
• Weekly Market Commentary | December 16, 2024
• Outlook 2025 | Pragmatic Optimism
• Weekly Market Commentary | December 9, 2024
• Weekly Market Commentary | November 15 2024
• Weekly Market Commentary | November 18, 2024
• Weekly Market Commentary | November 11, 2024
• Weekly Market Commentary | November 4, 2024
• Weekly Market Commentary | October 28, 2024
• Weekly Market Commentary | October 21, 2024
• Weekly Market Commentary | October 14, 2024
• Weekly Market Commentary | October 07, 2024
• Weekly Market Commentary | September 23, 2024
• Weekly Market Commentary | September 16, 2024
• Weekly Market Commentary | September 9, 2024
• Weekly Market Commentary | September 3, 2024
• Weekly Market Commentary | August 26, 2024
• Weekly Market Commentary | August 19, 2024
• Weekly Market Commentary | August 12, 2024
• Weekly Market Commentary | August 5, 2024
• Weekly Market Commentary | August 5, 2024
• Weekly Market Commentary | July 29, 2024
• Weekly Market Commentary | July 22, 2024
• Weekly Market Commentary | July 15, 2024
• Midyear Outlook 2024 | Still Waiting for the Turn
• Weekly Market Commentary | July 1, 2024
• Weekly Market Commentary | June 24, 2024
• Weekly Market Commentary | June 17, 2024
• Weekly Market Commentary | June 10, 2024
• Weekly Market Commentary | June 3, 2024
• Weekly Market Commentary | May 28, 2024
• Weekly Market Commentary | May 20, 2024
• Weekly Market Commentary | May 13, 2024
• Weekly Market Commentary | May 6, 2024
• Weekly Market Commentary | April 29, 2024
• Weekly Market Commentary | April 22, 2024
• Weekly Market Commentary | April 15, 2024
• Weekly Market Commentary | April 8, 2024
• Weekly Market Commentary | April 1, 2024
• Weekly Market Commentary | March 18, 2024
• Weekly Market Commentary | March 11, 2024
• Weekly Market Commentary | March 4, 2024
• Weekly Market Commentary | February 26, 2024
• Weekly Market Commentary | February 20, 2024
• Weekly Market Commentary | February 12, 2024
• What Key Estate Planning Tools Should I Know About?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• Why Do People Buy Annuities?
• How Much Do I Need to Save?
• What Does the Changing Pension Landscape Mean for Retirement?
• What Is a 1035 Exchange?
• Will Social Security Retire Before You Do?
• What Is the Capital Gain 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 Tax-Advantaged Alternatives Are Available?
• 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 Is a Bond?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• What Stock and Bond Investing Alternatives Do I Have?
• How Long Will It Take to Double My Money?
• What Advantages Does a Biweekly Mortgage Offer?
• 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?
• Do I Need a Business Owner Policy?
• What Is Life Insurance for Business Owners?
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• What Is 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 Types of Health Coverage Are Available?
• 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 Are the Basic Types of Life Insurance?

Videos

• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• 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
• Do You Know Who Your Beneficiaries Are?

Glossary

Quote Requests

• Long-Term Care Insurance
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