Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.  Simply click on one of the newsletter topics below to read the article in its entirety.


  • November

    HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?
    Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

    Home Equanimity
    The contraction of the housing market has caused many people to take a second look at the way they view their homes.

    The Measure of a Life
    One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

    Confident in Consumer Confidence?
    The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

    Playing Catch-Up with Contributions
    Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

    Measuring the Jobs Situation
    Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.