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Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
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Newsletters
- HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
- Seeking Balance in a Mutual Fund
- What’s the Real Return on Your Investments?
- Indexed Annuities: Growth Potential with Downside Protection
- New Study Finds Widespread Job Loss After 50
- Calculating Key Financial Ratios
- HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
- A Steady Strategy in Turbulent Times
- College Savings: Roth or 529 Plan?
- Avoiding Probate with a Transfer-on-Death Deed
- Interest Rates and the Economy
- Steps to Executing an Exit Strategy
- HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
- Bonds Can Offer Stability Even with Rising Rates
- SRI Investing: Not Just for Stocks
- Be Aware of Observation Care
- Retirement Planning: How Secure Is Social Security?
- Watch Out for Scams That Target Businesses
- HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
- Do You Need a Power of Attorney?
- Why Americans Are Eating Out Less Than Ever
- Trusts Offer More Than Estate Tax Protection
- Considering Preferreds? Proceed with Caution
- Clarifying Tax Deductions for Meals and Entertainment
- HOT TOPIC: Keeping an Eye on Corporate Debt
- Taking a Team Approach to Retirement Savings
- IPOs: Consider the Risks Behind the Hype
- Bridging the Gap Between Retirement and Medicare Eligibility
- Estate Taxes: Should a Trust Own Your Life Insurance?
- Succession Plans Often Hinge on Reliable Valuation
- HOT TOPIC: What Are the Costs of the Government Shutdown?
- Need to Tap Your 401(k)? Proceed with Care
- Looking Back, Looking Ahead
- Getting Real About Retirement
- Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
- A Business Plan Can Be Your Guide to Growth
- HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
- ABLE Accounts for Disability Expenses
- Are Your Designated Heirs Up-to-Date?
- Consider a Customized Disability Policy
- Technology Trend: How Blockchain Could Impact the Future
- Some Small Companies Facing Tariff Troubles
- HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
- Competing Goals: Pay Off Student Loans or Save for Retirement?
- Low-Volatility Strategies for a Less Stressful Ride
- Know Your Mutual Funds
- Insurance Strategies: Giving Old Life Insurance a New Purpose
- Weighing a Wider Range of Health Plan Options
- Is a Roth 401(k) Right for You?
- Community Property Laws: Yours, Mine, and Ours
- Help with College: A Gift for Your Grandkids
- Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
- Reviewing Business Structure in Light of Tax Changes
- Seven Classic Investing Quotes
- Social Security 101
- Choosing and Using a College Checking Account
- Dealing with Divorce
- Key Tax Breaks for Business Owners
- HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
- Risk Tolerance Is About You, Not the Market
- Insurance with Potential Cash Value
- Inflation Protection for Investment Dollars
- A Map to Guide Your Family
- Family Limited Partnerships for Estate Planning Purposes
- ETFs on the Rise
- An Affordable Insurance Solution
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- Reward Workers and Fund Retirement with a Cash Balance Plan
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Research Articles
- Outlook 2019: Institutional Publication
- Outlook 2019: FUNDAMENTAL (spreads)
- Outlook 2019: FUNDAMENTAL (printer-friendly)
- Outlook 2019 | Client Letter by John Lynch
- Client Letter: Stocks Warm Up In January | February 7, 2019
- Client Letter: "A New Year’s Perspective" by John Lynch
- Client Letter: "Recent Market Volatility" by John Lynch
- Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
- Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
- Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
- Client Letter: Plenty of Positives | John Lynch | September 6, 2018
- Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
- Portfolio Compass | February 20, 2019
- Portfolio Compass | January 16, 2019
- Portfolio Compass | December 19, 2018
- Portfolio Compass | November 14, 2018
- Portfolio Compass | October 17, 2018
- Portfolio Compass | September 19, 2018
- Portfolio Compass | August 15, 2018
- Portfolio Compass | July 19, 2018
- Portfolio Compass | June 13, 2018
- Portfolio Compass | May 16, 2018
- Portfolio Compass | April 18, 2018
- Weekly Market Commentary | Week of July 22, 2019
- Weekly Economic Commentary | July 22, 2019
- Weekly Market Commentary | July 22, 2019
- Weekly Market Commentary | July 15, 2019
- Weekly Economic Commentary | July 15, 2019
- Weekly Market Commentary | July 8, 2019
- Weekly Economic Commentary | July 8, 2019
- Weekly Market Commentary | July 1, 2019
- Weekly Economic Commentary | July 1, 2019
- Midyear Outlook 2019
- Weekly Market Commentary | June 17, 2019
- Weekly Economic Commentary | June 17, 2019
- Weekly Economic Commentary | June 10, 2019
- Weekly Market Commentary | June 10, 2019
- Weekly Market Commentary | Week of June 3, 2019
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- Weekly Economic Commentary | Week of May 20, 2019
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- Weekly Economic Commentary | Week of May 27, 2019
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- Weekly Market Commentary | Week of May 13, 2019
- Weekly Economic Commentary | May 13, 2019
- Weekly Market Commentary | May 6, 2019
- Weekly Economic Commentary | May 6, 2019
- Weekly Market Commentary | April 29, 2019
- Weekly Economic Commentary | April 29, 2019
- Weekly Market Commentary | Week of April 22, 2019
- Weekly Market Commentary | April 15, 2019
- Weekly Economic Commentary | April 15, 2019
- Weekly Market Commentary | April 8, 2019
- Weekly Economic Commentary | March 11, 2019
- Weekly Market Commentary | March 4, 2019
- Weekly Market Commentary | February 25, 2019
- Weekly Economic Commentary | Week of Feb 19, 2019
- Weekly Market Commentary | February 19, 2019
- Weekly Market Commentary | February 11, 2019
- Weekly Economic Commentary | Week of February 4, 2019
- Weekly Market Commentary | February 4, 2019
- Weekly Economic Commentary | Week of Jan 28, 2019
- Weekly Market Commentary | January 28, 2019
- Weekly Market Commentary | January 22, 2019
- Weekly Economic Commentary | Week of Jan 21, 2019
- Weekly Market Commentary | January 14, 2019
- Weekly Economic Commentary | Week of Jan 14, 2019
- Weekly Economic Commentary | Week of Jan 7, 2019
- Weekly Market Commentary | January 7, 2019
- Weekly Economic Commentary | Week of December 31, 2018
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- Weekly Market Commentary | December 10, 2018
- Weekly Economic Commentary | Week of Dec 10, 2018
- Weekly Market Commentary | December 3, 2018
- Weekly Economic Commentary | Week of Dec 3, 2018
- Weekly Economic Commentary | Week of Nov 26, 2018
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- Weekly Economic Commentary | Week of Nov 12, 2018
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- Weekly Economic Commentary | Week of Nov 5, 2018
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- Weekly Market Commentary | October 29, 2018
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- Weekly Economic Commentary | Week of Oct 15, 2018
- Weekly Market Commentary | October 15, 2018
- Weekly Economic Commentary | October 8, 2018
- Weekly Market Commentary | October 8, 2018
- Weekly Market Commentary | October 1, 2018
- Weekly Economic Commentary | Week of October 1, 2018
- Weekly Economic Commentary | Week of September 24, 2018
- Weekly Market Commentary | September 24, 2018
- Weekly Economic Commentary | Week of September 17, 2018
- Weekly Market Commentary | September 18, 2018
- Weekly Economic Commentary | Week of September 10, 2018
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- Weekly Economic Commentary | Week of August 27, 2018
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- Weekly Economic Commentary | Week of August 20, 2018
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- Weekly Market Commentary | August 13, 2018
- Weekly Economic Commentary | Week of August 13, 2018
- Weekly Market Commentary | August 6, 2018
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- Weekly Economic Commentary | Week of July 30, 2018
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- Weekly Economic Commentary | Week of July 23, 2018
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- Weekly Economic Commentary | Weekof June 18, 2018
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- Weekly Economic Commentary | Week of June 11, 2018
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- Weekly Economic Commentary | Week of May 29, 2018
- Weekly Economic Commentary | Week of May 21, 2018
- Weekly Economic Commentary | Week of May14, 2018
- Weekly Economic Commentary | Week of May 7, 2018
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- Inflation: The Sneaky Thief
- How Pre-Tax Contributions Affect Your Paycheck
- 3 Potential Benefits of Dollar-Cost Averaging
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- The Basics of Social Security Retirement Benefits
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
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- The Pros and Cons of a Big Tax Refund
- Do You Know Who Your Beneficiaries Are?
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