Newsletters

September

• New RMD Rules Give Retirement Savings More Time to Grow

  This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

• Social Security 101

  Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

May

• Diversifying with Market Caps

  The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.

April

• Retiring in a Down Market? Don’t Panic

  Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

March

• Key Retirement and Tax Numbers for 2023

  Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.

February

• Balancing Stocks and Bonds in One Fund

  Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.

January

• Naming a Trusted Contact

  It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

November

• Retirement Savings in a Volatile Market

  Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.

October

• Passive, Active, or Both?

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