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79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 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.

Monthly Market Monitor

Estates & Trusts

  • Living Trusts

    A living trust can help control the distribution of your estate upon death.

Retirement

  • Why Purchase Annuities

    Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

Tax Planning

Investing

  • Diversification

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

Risk Management