Newsletters

  • HOT TOPIC: Rescuing America’s Safety Net

    This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.

  • 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.

  • 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.

  • New FAFSA Favors Grandparent College Giving

    Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.

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Calculators

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Taxable Equivalent Yield

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

  • Cost of Retirement

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

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