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.

  • July

    HOT TOPIC: Celebrity Estate Planning Gone Wrong
    Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

    Going Global
    International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

    Inflation Gets Personal
    The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.

    Save More to Have More
    There's one solution to a retirement savings shortfall that is so simple you might never have given it serious consideration: Set aside more of your current income. Even if you believe that you are currently saving as much as possible toward retirement, you might change your mind after you run the numbers.

    Help Your Family Help You
    Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

    The Board of Directors: A Key to Company Success
    Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

  • June

    HOT TOPIC: The Great Inflation-Deflation Debate
    We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

    When Investing Pays Dividends
    Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

    Is It Ever OK to Make Early Withdrawals?
    There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

  • October

    Estate Conservation You Can Trust
    Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

    Fixed Annuities May Offer Stability
    A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.