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Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2018

Will you outlive your retirement income? 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.

April

March

February

January

December

November

October

September

August

  • ETFs on the Rise

    ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

  • An Affordable Insurance Solution

    A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

  • Oil Prices and the Economy

    The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

  • Equity REITs and Rising Rates

    Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

  • Reward Workers and Fund Retirement with a Cash Balance Plan

    Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

July

June

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

  • New Tax Breaks for Pass-Through Entities

    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

May

  • A New Look at Old Retirement Savings Guidelines

    Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

  • Where There's a Will…

    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

  • A Steady Strategy

    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

  • Time to Hire? Consider the Pros and Costs

    Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.