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.
Client Connections
Quarterly Recap
- Quarterly Recap - 4th Quarter 2013
- Annual Market Recap - 2013
- Quarterly Recap 1st Quarter - 2014
- Market Outlook - Mid-Year 2014
- 2014 Fourth Quarter Market Outlook
- Quarterly Recap - 3rd Quarter 2014
- Market Outlook - 2015
- Quarterly Recap - 4th Quarter 2014
- Annual Market Recap - 2014
- 2nd Quarter 2015 Market Outlook
- Quarterly Recap 1st Quarter - 2015
Market Commentary
- February 5th 2014
- February 18th 2014
- March 3rd 2014
- March 17th 2014
- April 7th 2014
- April 16th 2014
- May 1st 2014
- May 13th 2014
- May 30th 2014
- July 30th 2014
- August 1st 2014
- August 5th 2014
- September 3rd 2014
- September 4th 2014
- September 19th 2014
- September 18th 2014
- September 26th 2014
- October 10th 2014
- October 15th 2014
- October 27th 2014 #1
- October 27th 2014 #2
- November 6th 2014
- November 14th 2014
- November 26th 2014
- December 15th 2014
- December 19th 2014
- December 26th 2014
- January 9th 2015
- January 16th 2015
- Feburary 5th 2015
- March 3rd 2015
- March 11th 2015
- April 9th 2015
- May 4th 2015
Monthly Market Monitor
- November 2013
- January 2014
- February 2014
- April 2014
- May 2014
- July 2014
- August 2014
- October 2014
- November 2014
- January 2015
- February 2015
- April 2015
- May 2015
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
-
Tax Strategies for Retirement Plans
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Investing
-
Diversification
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
Risk Management
-
Why Purchase Life Insurance
If you have a family who relies on your income, it is important to have life insurance protection.
-
Maximizing Your Insurance Benefits
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.