Newsletters

July

• HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

  At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

• Will You Pay a Medicare Surcharge?

  The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.

• Fine-Tuning with Sector Funds

  The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.

• Peer-to-Peer Payments Are Popular, but Be Careful

  Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.

• Individual Bonds vs. Bond Funds: What’s the Difference?

  Individual bonds and bond funds can both provide an income stream, but there are important differences.

• Important Tax Breaks for Pass-Through Businesses

  Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.

June

• Versatile 529 Plans Can Help with More than Just College

  529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.

• Catch Up for a More Comfortable Retirement

  Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

May

• HOT TOPIC: Tariffs Drive Market Volatility

  This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.

April

• HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

  On March 13, 2025, the S&P 500 Index landed in correction territory after a swift drop. An escalating trade war and signs of a slowing economy have unsettled the financial markets.

March

• Could There Be a Shift from Growth to Value?

  While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.

February

• What’s New for 2025?

  This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.

• Is Tip Fatigue Wearing You Out?

  Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

December

• Eight Ideas for Smarter Holiday Shopping

  Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.

November

• If You Don’t Have a Will Yet, Why Not?

  Although 64% of Americans think having a will is important, only 32% have one. This article looks at reasons people don’t have a will and why they need one regardless of the reason.

September

• HOT TOPIC: Should You Worry About Market Volatility?

  On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.

August

• Mixing It Up: Asset Allocation and Diversification

  This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.