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
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What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
Retirement
Tax Planning
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What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
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How Can I Benefit from Tax-Advantaged Investments?
Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.
Investing
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What Is Diversification?
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
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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.
Cash Management
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What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
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How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
Risk Management
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What Is Term Life Insurance?
Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
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What Is Whole Life Insurance?
Some of the pros and cons of whole life insurance.