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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
- Wealth Preservation: Planning to Leave a Legacy
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Newsletters
- HOT TOPIC: The Shape of Economic Recovery
- Mid-Year Is a Great Time to Fine-Tune Your Finances
- Four Questions on the Roth Five-Year Rule
- Playing Defense: Three Stock Strategies to Help Control Risk
- The Beige Book: A Timely Economic Read
- Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
- HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
- Managing Your Workplace Retirement Plan
- Will vs. Trust: Know the Difference
- Why You Might Need Disability Income Insurance
- Do ETFs Belong in Your Portfolio?
- SECURE Act Changes That Matter to Small Employers
- HOT TOPIC: Too Much Oil with Nowhere to Go
- Keeping Cool: Investment Strategy vs. Reaction
- Social Security May Offer a Lifetime of Protection
- The Cost of Family Caregiving
- Three Life Insurance Strategies for Small Businesses
- Telemedicine: The Virtual Doctor Will See You Now
- HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
- Setting a Retirement Savings Goal
- Looking for Value with P/E Ratios
- Early Retirement and Your Tax-Deferred Savings
- Living Benefits Can Help Counter Retirement Risks
- Don’t Let a Disaster Keep the Lights Off Forever
- HOT TOPIC: The Coronavirus and the Global Economy
- Stay-at-Home Spouse? Consider a Spousal IRA
- Three Lessons from Retirees
- Five Red Flags That Raise the Odds of an Audit
- Behavioral Biases That Can Lead to Costly Mistakes
- Classifying Workers: Know the Rules and Risks
- HOT TOPIC: The SECURE Act and Your Retirement Savings
- Three Generations of Retirement Strategies
- Do Target-Date Funds Hit the Bull’s-Eye for You?
- Retirement Savings: Traditional, Roth, or Both?
- Municipal Bonds
- What Is Cyber Insurance, and Do You Need It?
- Give and Receive with a Charitable Remainder Trust
- Running with the Dogs
- Rain, Sleet, Snow — and Lawsuits?
- Business or Hobby? It’s All About Taxes
- Is It Time to Step Up Your Digital Marketing?
- Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
- Online Shopping Tips
- What’s Required of the Executor of an Estate?
- Prices and the Economy
- Qualified Charitable Distributions
- A New Option for Providing Health Coverage in 2020
- Three Regrets of Retirees
- Medicare Open Enrollment
- Closed-End Funds May Offer Higher Income
- Taming Investment Taxes
- Retirement Plans for the Self-Employed Dangle Tax Benefits
- HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
- Protection to Help Your Family
- Five Money Issues to Talk About Before the Wedding
- What Medicare Won’t Cover
- Index Update: Shifting Sectors Reflect Social Change
- Coping with a Labor Shortage
- Sticker Shock May Drive Consumers to Used Cars
- Risk Tolerance: Stress-Test Your Portfolio…and Yourself
- Steps to Help Lower Capital Gains Taxes
- Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
- Could Employee Ownership Be Part of Your Succession Plan?
- Caught in the Middle: The Sandwich Generation
- Consider REITs for Income and Diversification
- Life Insurance with Long-Term Care Benefits
- Qualified Longevity Annuity Contracts (QLACs)
- A Quick and Dirty Guide to Credit
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Research Articles
- Outlook 2020 Printer-Friendly
- Outlook 2020 Executive Summary
- Outlook 2020 Client Letter
- Outlook 2020: Bringing Markets into Focus
- 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 | July 6, 2020
- Weekly Market Commentary | June 29, 2020
- Weekly Market Commentary | June 22, 2020
- Weekly Market Commentary | June 15, 2020
- Weekly Market Commentary | June 8, 2020
- Weekly Market Commentary | June 1, 2020
- Weekly Market Commentary | May 18, 2020
- Weekly Market Commentary | April 27, 2020
- Weekly Market Commentary | April 13, 2020
- Weekly Market Commentary | May 4, 2020
- Weekly Market Commentary | April 20, 2020
- Weekly Market Commentary | April 6, 2020
- Weekly Market Commentary | March 30, 2020
- Weekly Market Commentary | March 23, 2020
- Weekly Market Commentary | March 16, 2020
- Weekly Market Commentary | March 9, 2020
- Weekly Market Commentary | March 2, 2020
- Weekly Market Commentary | February 24, 2020
- Weekly Market Commentary | February 18, 2020
- Weekly Market Commentary | February 3, 2020
- Weekly Market Commentary | January 27, 2020
- Weekly Market Commentary | January 13, 2020
- Weekly Market Commentary | January 6, 2020
- Weekly Market Commentary | December 30, 2019
- Weekly Market Commentary | December 23, 2019
- Weekly Market Commentary | December 16, 2019
- Weekly Market Commentary | Week of December 2, 2019
- Weekly Market Commentary | Week of November 25, 2019
- Weekly Market Commentary | Week of November 18, 2019
- Weekly Market Commentary | November 11, 2019
- Weekly Market Commentary | Week of October 28, 2019
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- Weekly Market Commentary | September 30, 2019
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- Weekly Market Commentary | Week of September 9, 2019
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- Weekly Market Commentary | Week of August 26, 2019
- Weekly Market Commentary | August 19, 2019
- Weekly Market Commentary | Week of August 12, 2019
- Weekly Market Commentary | August 5, 2019
- Weekly Economic Commentary | August 5, 2019
- Weekly Market Commentary | July 29, 2019
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- 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 | May 13, 2019
- Weekly Market Commentary | May 6, 2019
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- Weekly Market Commentary | April 29, 2019
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- 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
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- 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
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- 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
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- Weekly Market Commentary | October 1, 2018
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- 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
- Weekly Market Commentary | August 27, 2018
- 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
- Weekly Economic Commentary | Week of August 6, 2018
- Weekly Economic Commentary | Week of July 30, 2018
- Weekly Market Commentary | July 30, 2018
- Weekly Economic Commentary | Week of July 23, 2018
- Weekly Market Commentary | July 16, 2018
- Weekly Economic Commentary | Week of July 16, 2018
- Weekly Economic Commentary | Week of June 25, 2018
- Weekly Market Commentary | June 25, 2018
- Weekly Economic Commentary | Weekof June 18, 2018
- Weekly Market Commentary | June 18, 2018
- Weekly Economic Commentary | Week of June 11, 2018
- Weekly Market Commentary | June 11, 2018
- Weekly Economic Commentary | Week of June 4, 2018
- 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?
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- 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
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- What Is Investment Risk?
- Do You Know Who Your Beneficiaries Are?
- The Value of a Bond
- What Would Happen to Your Estate?
- What Is An Annuity?
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