Articles

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.

Estates & Trusts

Retirement

  • What Are My Retirement Planning Options?

    There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

  • Will Social Security Retire Before You Do?

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

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

  • Retirement Plan Distributions

    When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

  • What Is a Traditional IRA?

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • What Is a 401(k) Plan?

    401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Investing

  • What Is Diversification?

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • What Types of Bonds Are Available?

    Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.

Risk Management

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Check the background of this financial professional on FINRA's BrokerCheck