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.

May

April

March

February

January

December

November

October

  • HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

    Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

  • 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

August

  • 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

June

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.