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.

Market Commentary

Retirement

How Much Do I Need to Save?

Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
What Is a Roth IRA?

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

What Is the Estate Tax?

Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.
What Is Tax Deferral?

There can be a substantial benefit to deferring taxes as long as possible.
Is There Such a Thing as a Tax-Free Investment?

It's important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Investing

How Are Growth and Value Stocks Different?

The labels growth and value reflect different approaches that can be used when making investment decisions.
What Is Stock?

Before investing in stocks, it is important to understand some of the basics and the risks involved in owning stocks.
What Is Diversification?

An important element to successful investing is to manage investment risk while maintaining the potential for growth.
How Do Mutual Funds and Stocks Differ?

The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

Risk Management

Why Purchase Life Insurance?

If you have a family who relies on your income, it is important to have life insurance protection.
What Is Term Life Insurance?

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
What Are the Basic Types of Life Insurance?

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

Weekly Market Commentary

Weekly Market Commentary | September 30, 2024

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Articles

Market Commentary

Retirement

How Much Do I Need to Save?

What Is a Roth IRA?

Tax Planning

What Is the Estate Tax?

When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

What Is Tax Deferral?

Is There Such a Thing as a Tax-Free Investment?

Investing

How Are Growth and Value Stocks Different?

What Is Stock?

What Is Diversification?

How Do Mutual Funds and Stocks Differ?

Risk Management

Why Purchase Life Insurance?

What Is Term Life Insurance?

What Are the Basic Types of Life Insurance?

Weekly Market Commentary