Newsletters

January

• HOT TOPIC: Is the Yield Curve Signaling a Recession?

  An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.

• A 529 Plan Can Help Jump Start Your College Fund

  Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

• Taking Control of Your Retirement Savings

  Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

December

• HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

  Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

  IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

• Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

  This article discusses the most common and costly types of scams, and how would-be victims can spot them.

November

• Retirement Savings in a Volatile Market

  Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

• Virtual Health Care Is Here to Stay

  Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.

October

• Passive, Active, or Both?

  Index funds or traditional actively managed funds: Which approach, or both, is most effective?

• How Much Life Insurance Do You Need?

  Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

September

• Dividends for Income and Total Returns

  Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

• How Life Insurance Could Help Mitigate Taxes in Retirement

  A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.

• Diversifying Your Portfolio with International Flair

  Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

August

• Life Insurance Living Benefits

  In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

• Six Steps to Starting a New Business

  Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

July

• A Wealth of Information: How to Read a Mutual Fund Prospectus

  Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

• Adjusting Your Tax Withholding

  Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.