HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Senior Vice President - Investments, Financial Advisor
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
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 an article in its entirety.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
Explore an overview of the windfall elimination provision and the government pension offset used in calculating Social Security benefits for certain people.
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Did you know a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.
Find out more about rising oil prices related to the Russian threat to Ukraine, and the potential effects on U.S. consumers and investors.
Do you have a will? If not, this article offers three key reasons why you should.
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Spreading out payments for online purchases may be tempting, but shoppers should think twice before committing to installment purchases.
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.
The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
Do you know the difference between an IPO and a direct listing? This article explores the two paths companies can take to go public.
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
This article explains some of the key information provided on a personalized Social Security Statement.
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