Newsletters

• Bear Market Emotions: Strategy vs. Reaction

  Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.

• HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

  Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

• SECURE 2.0: Big Impact for Small Businesses

  This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

• Why the EPA is Focusing on “Forever” Chemicals

  In March 2023, the Environmental Protection Agency proposed the first federal limits for six types of per- and polyfluoroalkyl substances, or PFAS, in public drinking water.

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Calculators

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Retirement Plan Early Distribution

  Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

• Cost of Retirement

  Use this calculator to estimate how much income and savings you may need in retirement.

• College Funding

  Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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