Newsletters

• HOT TOPIC: What’s Happening in the World of Higher Education?

  This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.

• HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

  This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

• HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?

  This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.

• 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.

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Calculators

• Mortgage Refinancing

  Determine whether you should consider refinancing your mortgage.

• Lease Payment

  How much would your monthly lease payment be?

• Required Minimum Distributions

  Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

• Tax-Deferred Savings

  Compare the potential future value of tax-deferred investments to that of taxable investments.

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