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

What Key Estate Planning Tools Should I Know About?

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
What Are the Pitfalls of Probate?

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

Retirement

Will Social Security Retire Before You Do?

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.
How Can I Estimate My Future Social Security Benefits?

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

Tax Planning

What Is Tax Deferral?

There can be a substantial benefit to deferring taxes as long as possible.
How Can I Benefit from Tax-Advantaged Investments?

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Investing

What Is Diversification?

An important element to successful investing is to manage investment risk while maintaining the potential for growth.
What Is a Mutual Fund?

A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

Cash Management

What Are Some Tips for Managing My Money?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
How Long Will It Take to Double My Money?

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

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Articles

Market Commentary

Estates & Trusts

What Key Estate Planning Tools Should I Know About?

What Are the Pitfalls of Probate?

Retirement

Will Social Security Retire Before You Do?

How Can I Estimate My Future Social Security Benefits?

Tax Planning

What Is Tax Deferral?

How Can I Benefit from Tax-Advantaged Investments?

Investing

What Is Diversification?

What Is a Mutual Fund?

Cash Management

What Are Some Tips for Managing My Money?

How Long Will It Take to Double My Money?