HOT TOPIC: The Bull Is Back...Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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.
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
This article provides an overview of four times other than retirement when Social Security might affect you or your family.
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
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