Newsletters

November

• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

  This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

• Famous People Who Died Without Proper Planning

  Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

• 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.

• How Funding an HSA Could Help Strengthen Your Retirement Strategy

  Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

October

• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

  This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

• Passive, Active, or Both?

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

• Building Financial Resilience

  Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.

September

• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

  This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

• Dividends for Income and Total Returns

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

• Preparing for a Natural Disaster

  Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

August

• Inflation Protection for Investment Dollars

  Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

• Sticker Shock Is No Joke for Car Buyers

  This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

• 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

• Should You Consider Tapping the Equity in Your Home?

  Using home equity to fund other financial objectives has potential benefits and risks. This article looks at various ways to tap home equity.

• 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.

• How Long Should You Keep Financial Records?

  The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.

June

• Avoiding Probate

  Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

• Are You Ready to Cancel Your Cable TV?

  Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.

• Where to Look for Lost and Forgotten Money

  States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

April

• ETFs Are Gaining on Mutual Funds: Here’s Why

  Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

• Key Retirement and Tax Numbers for 2022

  Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

March

• When Two Goals Collide: Balancing College and Retirement Preparations

  This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.

• Going Green: A Fast-Growing Corner of the Global Bond Market

  This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.

February

• Building Blocks for Financing College with Less Debt

  Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.

• How to Correct an Error on Your Credit Report

  Did you know credit report errors more than doubled during the pandemic? Find out how to get your free credit report and correct any errors.

• Preparing for Libor to Leave the Building

  The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

• Are You a HENRY? Consider These Wealth-Building Strategies

  High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.