Newsletters

August

• Turbulent Times: Bear Markets Come and Go

  A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

July

• The Beige Book: A Timely Economic Read

  The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

June

• Will vs. Trust: Know the Difference

  Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

May

• The Cost of Family Caregiving

  A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

April

• Early Retirement and Your Tax-Deferred Savings

  Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

March

• Behavioral Biases That Can Lead to Costly Mistakes

  Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).

February

• HOT TOPIC: The SECURE Act and Your Retirement Savings

  A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

December

• Qualified Charitable Distributions

  Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

November

• Three Regrets of Retirees

  More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

October

• What Medicare Won’t Cover

  See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

September

• Risk Tolerance: Stress-Test Your Portfolio…and Yourself

  Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.