Are UITs for You?
How unit investment trusts operate and potential investment risks.
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Newsletters
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.
Are UITs for You?
How unit investment trusts operate and potential investment risks.
April
Previous Newsletters
April
Is It Wise to Trade Your Pension for a Lump Sum?
The pros and cons of keeping a pension versus accepting a lump-sum payout.
Factor-Based Investing
How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.
Real Estate Markets on the Mend
The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.
Cash Balance Plans Can Help Supercharge Retirement Savings
Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.
March
Tax Breaks for College Costs
Three federal tax provisions can help ease the financial strain of paying for rising college costs.
What Is the Roth IRA Five-Year Rule?
There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.
Chasing Performance vs. Diversification
While chasing performance can lead to disappointing returns, diversifying investments may help manage risk.
Tax Tips on Capital Gains
Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.
LLCs: Hybrid Structure May Offer Best of Both Worlds
A look at the distinctions between LLCs, partnerships, and sole proprietorships.
HOT TOPIC: Automating the American Workforce
What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.
February
Why Hold Money Market Mutual Funds?
Why investors still hold money market mutual funds despite low returns.
Options for Inherited IRAs
Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.
How Long Should You Keep Financial Records?
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
Settling an Estate
Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
Disaster Insurance Can Help Your Company Stay Afloat
It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.
HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy
An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.
January
International Investing: Opportunities Overseas?
Investing in emerging markets and developing economies has both risks and opportunities.
An Introduction to Trusts
A properly constructed trust can serve many purposes for families — and not just for the wealthy.
Keeping Savings on Track with a Spousal IRA
IRS rules allow a working spouse to contribute to an IRA for a spouse who earns little or no income.
Illinois Highlights Credit Risk
A look at the tax advantages and credit risks associated with municipal bond investments.
No Shortage of Liability Risks
Liability insurance can help offset unforeseen legal costs that could consume a business's profits.
HOT TOPIC — Tax Reform: How Will You Be Affected?
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
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