Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.Source: Employee Benefit Research Institute, 2018

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.

July

HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth

This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.

Indexed Annuities: Potential Gain with Some Downside Protection

Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

New Tax Law Expands 529 Savings Plans

An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

What’s the Real Return on Your Investments?

Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Indexed Annuities: Growth Potential with Downside Protection

Discover how indexed annuities work, including the risks and potential benefits of purchasing an indexed annuity contract.

Making Sense of Bond Behavior

Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

Two Technology Trends to Help Power Growth

Cloud computing functions could help small companies increase productivity with smaller up-front costs.

Calculating Key Financial Ratios

The financial ratios that help measure an organization’s performance may also used by potential lenders and investors. Learn more.