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.

Market Commentary

Estates & Trusts

Retirement

  • What Is a SIMPLE?

    The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

  • Why Do People Buy Annuities?

    Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

  • 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.

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

  • What Is a Self-Employed Retirement Plan?

    Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

  • What Is a Traditional IRA?

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • Save Now or Save Later?

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

  • What Is a Roth IRA?

    Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

Investing

Risk Management

Weekly Market Commentary

Portfolio Compass

Client Letters

Outlook