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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.

Investment Planning

Understanding different types of investment risk can help investors manage their money more effectively.

Investment Planning

ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

Investment Planning

There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Personal Finance

Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

Personal Finance

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Personal Finance

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Personal Finance

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Personal Finance

There are numerous investment alternatives available to help provide liquidity.

Personal Finance

Money market funds can be a highly liquid and effective cash management tool.

Retirement Planning

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

Retirement Planning

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Tax Planning

Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.

Tax Planning

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

Tax Planning

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Transferring Wealth

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Transferring Wealth

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Transferring Wealth

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

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