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75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Market Commentary

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

  • Stretch IRAs

    A “stretch” or “multigenerational” IRA may be a useful approach to extend tax-deferred savings that can benefit your heirs for generations.

  • How Much Do I Need to Save?

    Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Indexed Annuities

    An indexed annuity may provide some upside potential and downside protection.

Tax Planning

Investing

  • Bonds

    A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

  • Annuities

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Risk Management

  • Business Owner Policies

    A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

  • Medicare Coverage

    Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?

Portfolio Compass

Client Letters

Outlook