Newsletters
45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.
Source: Employee Benefit Research Institute, 2018
Will you outlive your retirement income? 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.
April
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HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
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Considering Preferreds? Proceed with Caution
Considering investing in preferred stocks? This overview examines the risks and potential benefits.
March
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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Estate Taxes: Should a Trust Own Your Life Insurance?
An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.
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Succession Plans Often Hinge on Reliable Valuation
Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
February
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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Getting Real About Retirement
This article features a worksheet and relevant information to help estimate retirement expenses and income.
January
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HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
December
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HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
November
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HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.
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Is a Roth 401(k) Right for You?
An overview of the potential benefits, limitations, and rules of Roth 401(k) accounts.
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Help with College: A Gift for Your Grandkids
Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
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Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
October
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Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
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Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
September
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
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Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
August
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Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
July
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Making Sense of Bond Behavior
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
June
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Chained CPI and Your Taxes
One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.
May
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The Cost of Caregiving
About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.