Newsletters
Most Americans spend more time planning for vacations and
holidays than planning for their retirement.1
Will you outlive your retirement income? How much liability insurance should
you have? Should you add stocks to your portfolio? 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.
-
March
Should Your Portfolio Have a Conscience?
Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.
The World Is Your Oyster
If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.
The Consumer Price Index and You
Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).
Weather: It Matters
Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.
Take Advantage of Temporary Tax Laws
A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.
-
October
His and Her Uncertainty
By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.
The High Cost of Low Coverage
The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.
Hand-Me-Down Dollars
Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.
Estimate the Cost of College
Determine how much needs to be saved annually so the youngsters in your family can afford college.
A Retirement Plan for One
Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.
Dollar Doldrums or Delight?
The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?
-
September
Tolerating Risk
Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.
Score Your Credit Knowledge
Creditworthiness is an inseparable part of financial health, therefore it’s important to know how to maintain good credit.
Join the Millionaire Club
The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.
Shelter from the Storm
Finding yourself on the wrong side of a multimillion-dollar decision would be a bad time to discover you didn’t have enough liability coverage under your homeowners and auto insurance.
Understanding the Credit Crunch
The financial markets went into a tailspin after a handful of subprime mortgages went into default and central banks had to jump in to help. What do these defaults have to do with global liquidity?