Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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 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.
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
As a small business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
A survey of workers and retirees yielded three key findings that may prove helpful in planning for retirement. Find out more.
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.
See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
Farm bankruptcies rose in 2019, despite billions in federal support. This article discusses the effect on rural communities and regional economies.
Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
This article looks at some of the reasons behind the manufacturing slowdown and what it might mean for the broader U.S. economy.
See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
Explore the benefits of individual life insurance vs. work-based coverage, and compare term and permanent policies.
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
An employee stock ownership plan may be a tax-friendly way for small-business owners to pass the reins to employees when they retire.
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
Explore the basics of equity real estate investment trusts (REITs) including their potential benefits and risks.
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
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