Newsletters

• 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.

• HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

  This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

• Will You Work Beyond Traditional Retirement Age?

  Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

• Fixed Annuities: Retirement Income for Now or Later

  Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.

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Calculators

• Taxable Equivalent Yield

  Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Roth IRA Conversion

  This calculator can help you determine whether you should consider converting to a Roth IRA.

• Lease Payment

  How much would your monthly lease payment be?

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