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Understanding Today's Financial Environment
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investment strategies, risk management, retirement and estate planning as well as asset management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Term insurance is the simplest form of life insurance. Here's how it works.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
$1 million in a diversified portfolio could help finance part of your retirement.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There’s an alarming difference between perception and reality for current and future retirees.
Savvy investors take the time to separate emotion from fact.