Newsletters

• 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.

• Can Your Personality Influence Your Portfolio? New Research Points to Yes

  The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

• Mutual Funds: What’s in Your Portfolio?

  Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

• Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

  A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.

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Calculators

• College Funding

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• Savings Goals

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• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Federal Income Tax

  This calculator can help you estimate your annual federal income tax liability.

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