Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

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 the article in its entirety.

  • March

    HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
    Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

    Pursuing Both Growth and Value
    Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

    Don't Let a Disability Cripple Your Family's Finances
    One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

    Working for Social Security
    There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

    A Simple Way to Help Your Family
    A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

    Most Recoveries Are Announced Months After They Begin
    Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

  • February

    Don't Forget the World
    If your portfolio doesn't include some global equities, it may be missing a key dimension.

  • January

    Are Target-Date Funds Off Target?
    Target-date funds are not for everyone, so it's important to gather all the facts.

  • December

    New Year: Check and (Re)balance
    Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

  • November

    Measuring the Jobs Situation
    Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

  • October

    Get Ready for Earnings Season
    Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

  • July

    Good Care Begins Early
    Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

  • June

    It's Time to Get Real
    During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.