Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estates & Trusts

Retirement

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

  • Unforgettable Birthdays

    There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.

  • What Are My Retirement Planning Options?

    There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

  • Save Now or Save Later?

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Tax Planning

Investing

  • What Is an Exchange-Traded Fund?

    ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

  • Growth Stocks vs. Value Stocks

    The labels growth and value reflect different approaches that can be used when making investment decisions.

  • What Is Diversification?

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • What Is Asset Allocation?

    Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Risk Management