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Flipbooks
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Newsletters
- HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
- Famous People Who Died Without Proper Planning
- Retirement Savings in a Volatile Market
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- HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
- Passive, Active, or Both?
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- Donor-Advised Funds Combine Charitable Impact with Tax Benefits
- Small Businesses Are Short-Staffed and Overwhelmed
- HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
- Dividends for Income and Total Returns
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- Inflation Protection for Investment Dollars
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- HOT TOPIC: Tech Sector Turmoil and the Bear Market
- A Wealth of Information: How to Read a Mutual Fund Prospectus
- Should You Consider Tapping the Equity in Your Home?
- Adjusting Your Tax Withholding
- WEP and GPO Can Reduce Social Security Benefits
- How Long Should You Keep Financial Records?
- HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
- Avoiding Probate
- What’s Your Retirement Dream Elevator Pitch?
- Are You Ready to Cancel Your Cable TV?
- Where to Look for Lost and Forgotten Money
- Consider a Bond Ladder for Rising Interest Rates
- HOT TOPIC: High Inflation: How Long Will It Last?
- Working While Receiving Social Security Benefits
- Baseball Lessons That Might Help Change Up Your Finances
- Planning to Quit Your Job? What to Know Before You Go
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- Food Inflation: What’s Behind It and How to Cope
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Research Articles
- Weekly Market Commentary | November 14, 2022
- Weekly Market Commentary | November 7, 2022
- Weekly Market Commentary | Oct 31, 2022
- Weekly Market Commentary | October 24, 2022
- Weekly Market Commentary | October 17, 2022
- Weekly Market Commentary | October 10, 2022
- Weekly Market Commentary | October 03, 2022
- Weekly Market Commentary | September 26, 2022
- Weekly Market Commentary | September 19, 2022
- Weekly Market Commentary | September 12, 2022
- Weekly Market Commentary | September 06, 2022
- Weekly Market Commentary | August 29, 2022
- Weekly Market Commentary | August 22, 2022
- Weekly Market Commentary | August 15, 2022
- Weekly Market Commentary | August 8, 2022
- Weekly Market Commentary | August 1, 2022
- Weekly Market Commentary | July 25, 2022
- Weekly Market Commentary | July 18, 2022
- Midyear Outlook 2022 | Client Letter
- Midyear Outlook 2022 | Navigating Turbulence
- Weekly Market Commentary | July 5, 2022
- Weekly Market Commentary | June 27, 2022
- Weekly Market Commentary | June 21, 2022
- Weekly Market Commentary | June 13, 2022
- Weekly Market Commentary | June 6, 2022
- Weekly Market Commentary | May 23, 2022
- Weekly Market Commentary | May 16, 2022
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a Self-Employed Retirement Plan?
- Retirement Plan Distributions
- Save Now or Save Later?
- What Is the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- What Is a Required Minimum Distribution?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Do I Have?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- Is There Such a Thing as a Tax-Free Investment?
- How Can I Keep More of My Mutual Fund Profits?
- What Are Dividends?
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- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
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- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- What Is Dollar-Cost Averaging?
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
- How Do Money Market Mutual Funds Work?
- How Does Inflation Affect Me?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- What Are the Basic Types of Life Insurance?
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Videos
- What Is Socially Responsible Investing?
- SPACs in the Spotlight
- A Tiered Investment Strategy
- Saving for College with a 529 Plan
- Handling Market Volatility
- The Sandwich Generation: Caught in the Middle
- The Social Security Statement Gets a Makeover
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Digital Deception: Watch Out for Cybercrime
- Decrypting Crypto: Terms to Know
- Curious About NFTs? Here's an Introduction
- Medical Debt and Your Credit Report: Relief Has Arrived
- ETFs vs. Mutual Funds: What's the Difference?
- Your Retirement Savings Plan Comes with Tax Benefits
- Social Security Announces Big COLA for 2023
- Pay Down Loan or Invest
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 3 Potential Benefits of Dollar-Cost Averaging
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Are Your Investment Decisions Influenced by Emotions?
- 6 Reasons to Work with a Financial Professional
- Women and Money: Taking Charge of Your Financial Future
- Four Money Mistakes You Might Be Making
- Putting Together the Retirement Income Puzzle
- Social Security: When Should You Claim Retirement Benefits?
- How Sequence of Returns Can Affect Your Retirement Savings
- Taking a Financial Inventory
- 3 Factors to Consider When Investing for the Long Term
- 4 Things To Do in the 4 Years Before College
- Taking a Closer Look at Target Date Funds
- The Latte Habit
- Do You Know Who Your Beneficiaries Are?
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