Newsletters

October

• Passive, Active, or Both?

  Index funds or traditional actively managed funds: Which approach, or both, is most effective?

September

• Diversifying Your Portfolio with International Flair

  Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.

August

• HOT TOPIC: Is the U.S. Economy in a Recession?

  This article looks at how a recession is officially determined and some current indicators that suggest strength or weakness in the U.S. economy.

July

• HOT TOPIC: Tech Sector Turmoil and the Bear Market

  This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

June

• Avoiding Probate

  Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

May

• Baseball Lessons That Might Help Change Up Your Finances

  Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

April

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

March

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.

February

• Are You a HENRY? Consider These Wealth-Building Strategies

  High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.

January

• Looking Back, Looking Forward

  See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

November

• Net Price Calculators Help Gauge College Affordability

  Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.