Newsletters
-
Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
-
HOT TOPIC: Is This Bull Timid or Ready to Charge?
On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.
-
Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
-
Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.