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Flipbooks
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Time to Get Tax-Savvy: Managing Your Tax Burden
Wealth Preservation: Planning to Leave a Legacy
Financial Protection: Using Insurance to Help Manage Life’s Risks
Newsletters
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
Key Retirement and Tax Numbers for 2024
How Savers and Spenders Can Meet in the Middle
The Federal Reserve’s Key Meeting Dates in 2024
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
Can Your Personality Influence Your Portfolio? New Research Points to Yes
HOT TOPIC: Tax Season News and Survival Tips
A New Year, A New Opportunity to Save with a 529 Plan
Don’t Forget About Credit When Planning for Retirement
Do You Have These Key Estate Planning Documents?
Debit or Credit — What’s the Difference?
Small Businesses Could Face Borrowing Challenges
HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
Understanding Life Insurance
Will You Work Beyond Traditional Retirement Age?
Setting a Retirement Savings Goal
SECURE 2.0 Makes It Easier to Give and Receive
How to Kill Your Zombie Subscriptions
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
Much Ado About RMDs
Medical Debt and Your Credit Report
ISM Indexes Watch for Trouble on Both Sides of the Economy
Why the EPA is Focusing on “Forever” Chemicals
New Medicare Rules Tackle Prescription Drug Prices
HOT TOPIC: Can Consumers Keep Carrying the Economy?
HDHP/HSA Pairing May Help Control Medical Costs
You’ve Received an Inheritance, Now What?
Bond Yields Are Up, but What Are the Risks?
Tax-Loss Harvesting Offers Chance at Silver Lining
Breaking Down Clean Vehicle Tax Credits for Business Owners
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
Time to Bulk Up Your Emergency Fund
Four Key Objectives of a Sound Retirement Plan
Managing Medicare Out-of-Pocket Costs
New FAFSA Favors Grandparent College Giving
Enriching a Teen with a Roth IRA
HOT TOPIC: Soft Landing or Delayed Recession?
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Leave a Lasting Gift with an Ethical Will
New RMD Rules Give Retirement Savings More Time to Grow
All Eyes on the Earnings Picture
Social Security 101
HOT TOPIC: What’s Happening in the World of Higher Education?
Mutual Funds: What’s in Your Portfolio?
Home Energy Tax Credits
On the Move Again: International Travel Tips
SECURE 2.0: Big Impact for Small Businesses
It’s Your Money: Why Not Get Your Withholding Right?
Why Buy Life Insurance During Unsettled Economic Times?
SECURE 2.0 Act Expands Early Withdrawal Exceptions
REITs, Rates, and Income
Tracking the Fed’s Progress on Disinflation
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
Are You Eligible for Any of These College-Related Federal Tax Benefits?
Time for a Spring Cleanup: Organizing Your Financial Records
Retiring in a Down Market? Don’t Panic
Trusts — Not Just for Estate Taxes
Business Owners: Should You Organize as an LLC?
Research Articles
Outlook 2020 Printer-Friendly
Outlook 2020 Executive Summary
Outlook 2020 Client Letter
Outlook 2020: Bringing Markets into Focus
Outlook 2019: Institutional Publication
Outlook 2019: FUNDAMENTAL (spreads)
Outlook 2019: FUNDAMENTAL (printer-friendly)
Outlook 2019 | Client Letter by John Lynch
Client Letter: Stocks Warm Up In January | February 7, 2019
Client Letter: "A New Year’s Perspective" by John Lynch
Client Letter: "Recent Market Volatility" by John Lynch
Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
Client Letter: Plenty of Positives | John Lynch | September 6, 2018
Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
Portfolio Compass | February 20, 2019
Portfolio Compass | January 16, 2019
Portfolio Compass | December 19, 2018
Portfolio Compass | November 14, 2018
Portfolio Compass | October 17, 2018
Portfolio Compass | September 19, 2018
Portfolio Compass | August 15, 2018
Portfolio Compass | July 19, 2018
Portfolio Compass | June 13, 2018
Portfolio Compass | May 16, 2018
Portfolio Compass | April 18, 2018
Weekly Market Commentary | March 18, 2024
Weekly Market Commentary | March 11, 2024
Weekly Market Commentary | March 4, 2024
Weekly Market Commentary | February 26, 2024
Weekly Market Commentary | February 20, 2024
Weekly Market Commentary | February 12, 2024
Weekly Market Commentary | February 5, 2024
Weekly Market Commentary | January 29, 2024
Weekly Market Commentary | January 22, 2024
Weekly Market Commentary | January 16, 2024
Weekly Market Commentary | January 8, 2024
Weekly Market Commentary | January 2, 2024
Weekly Market Commentary | December 18, 2023
Outlook 2024 | Client Letter
Outlook 2024 | A Turning Point
Weekly Market Commentary | December 11, 2023
Weekly Market Commentary | December 4, 2023
Weekly Market Commentary | November 20, 2023
Weekly Market Commentary | November 13, 2023
Weekly Market Commentary | November 6, 2023
Weekly Market Commentary | October 30, 2023
Weekly Market Commentary | October 23, 2023
Weekly Market Commentary | October 16, 2023
Weekly Market Commentary | Oct 9, 2023
Weekly Market Commentary | October 2, 2023
Weekly Market Commentary | September 25, 2023
Weekly Market Commentary | September 18, 2023
Weekly Market Commentary | September 11, 2023
Weekly Market Commentary | September 5, 2023
Weekly Market Commentary | August 28. 2023
Weekly Market Commentary | August 21, 2023
Weekly Market Commentary | August 21, 2023
Weekly Market Commentary | August 14, 2023
Weekly Market Commentary | July 31, 2023
Weekly Market Commentary | July 24, 2023
Weekly Market Commentary | July 17, 2023
Midyear Outlook 2023 | Executive Summary
Midyear Outlook 2023 | Client Letter
Midyear Outlook 2023
Weekly Market Commentary | July 3, 2023
Weekly Market Commentary | June 26, 2023
Weekly Market Commentary | June 20, 2023
Weekly Market Commentary | June 12, 2023
Weekly Market Commentary | June 5, 2023
Weekly Market Commentary | May 30, 2023
Weekly Market Commentary | May 22, 2023
Weekly Market Commentary | May 15, 2023
Weekly Market Commentary | May 8, 2023
Weekly Market Commentary | May 1, 2023
Weekly Market Commentary | April 24, 2023
Weekly Market Commentary | April 17, 2023
Weekly Market Commentary | April 10, 2023
Weekly Market Commentary | April 3, 2023
Weekly Market Commentary | March 27, 2023
Weekly Market Commentary | March 20, 2023
Weekly Market Commentary | March 13, 2023
Weekly Market Commentary | March 6, 2023
Weekly Market Commentary | February 27, 2023
Weekly Market Commentary | February 21, 2023
Weekly Market Commentary | February 13, 2023
Weekly Market Commentary | February 6, 2023
Weekly Market Commentary | January 30, 2023
Weekly Market Commentary | Jan. 23, 23
Weekly Market Commentary | Jan-17-23
Weekly Market Commentary | January 9, 2023
Weekly Market Commentary | January 3, 2023
Weekly Market Commentary | December 19, 2022
Weekly Market Commentary | December 12, 2022
Outlook 2023 | Client Letter
Outlook 2023 | Finding Balance
Weekly Market Commentary | December 5, 2022
Weekly Market Commentary | November 14, 2022
Weekly Market Commentary | November 7, 2022
Weekly Market Commentary | Oct 31, 2022
Weekly Market Commentary | October 24, 2022
Weekly Market Commentary | October 17, 2022
Weekly Market Commentary | October 10, 2022
Weekly Market Commentary | October 03, 2022
Weekly Market Commentary | September 26, 2022
Weekly Market Commentary | September 19, 2022
Weekly Market Commentary | September 12, 2022
Weekly Market Commentary | September 06, 2022
Weekly Market Commentary | August 29, 2022
Weekly Market Commentary | August 22, 2022
Weekly Market Commentary | August 15, 2022
Weekly Market Commentary | August 8, 2022
Weekly Market Commentary | August 1, 2022
Weekly Market Commentary | July 25, 2022
Weekly Market Commentary | July 18, 2022
Midyear Outlook 2022 | Client Letter
Midyear Outlook 2022 | Navigating Turbulence
Weekly Market Commentary | July 5, 2022
Weekly Market Commentary | June 27, 2022
Weekly Market Commentary | June 21, 2022
Weekly Market Commentary | June 13, 2022
Weekly Market Commentary | June 6, 2022
Weekly Market Commentary | May 16, 2022
Weekly Market Commentary | May 9, 2022
Weekly Market Commentary | May 2, 2022
Weekly Market Commentary | April 25, 2022
Weekly Market Commentary | April 18, 2022
Weekly Market Commentary | April 11, 2022
Weekly Market Commentary | April 4, 2022
Weekly Market Commentary | March 21, 2022
Weekly Market Commentary | March 14, 2022
Weekly Market Commentary | March 7, 2022
Weekly Market Commentary | February 28, 2022
Weekly Market Commentary | February 22, 2022
Weekly Market Commentary | February 14, 2022
Weekly Market Commentary | February 7, 2022
Weekly Market Commentary | January 31, 2022
Weekly Market Commentary | January 24, 2022
Weekly Market Commentary | January 18, 2022
Weekly Market Commentary | January 10, 2022
Weekly Market Commentary | December 27, 2021
Weekly Market Commentary | December 20, 2021
Outlook 2022 | Executive Summary
Outlook 2022 | Client Letter
Weekly Market Commentary | December 13, 2021
Weekly Market Commentary | December 6, 2021
Weekly Market Commentary | November 22, 2021
Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
Weekly Market Commentary | November 15, 2021
Weekly Market Commentary | November 8, 2021
Weekly Market Commentary | November 1, 2021
Weekly Market Commentary | Oct. 25, 2021
Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
Weekly Market Commentary | September 13, 2021
Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
Weekly Market Commentary | August 30, 2021
Weekly Market Commentary - September 20, 2021
Weekly Market Commentary | August 23, 2021
Weekly Market Commentary | August 16, 2021
Weekly Market Commentary | August 9, 2021
Weekly Market Commentary | July 26, 2021
Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
Midyear Outlook 2021 - Client Letter
Midyear Outlook 2021 - Picking Up Speed
Weekly Market Commentary | July 12, 2021
Weekly Market Commentary | June 28, 2021
Weekly Market Commentary | June 21, 2021
Weekly Market Commentary | June 14, 2021
Weekly Market Commentary | June 7, 2021
Weekly Market Commentary | May 24, 2021
Weekly Market Commentary | May 24, 2021
Weekly Market Commentary | May 17, 2021
Weekly Market Commentary | May 10, 2021
Weekly Market Commentary May 3, 2021
Weekly Market Commentary | April 26, 2021
Weekly Market Commentary | April 19, 2021
Weekly Market Commentary | April 12, 2021
Weekly Market Commentary | April 5, 2021
Weekly Market Commentary | March 29, 2021
Outlook 2021: Powering Forward
Weekly Market Commentary | March 22, 2021
Weekly Market Commentary | March 15, 2021
Weekly Market Commentary | March 8, 2021
Weekly Market Commentary | March 1, 2021
Weekly Market Commentary | February 22, 2021
Weekly Market Commentary | February 16, 2021
Weekly Market Commentary | February 8, 2021
Weekly Market Commentary | February 8, 2021
Weekly Market Commentary | February 1, 2021
Weekly Market Commentary | January 25, 2021
Weekly Market Commentary | January 19, 2021
Weekly Market Commentary | January 11, 2021
Weekly Market Commentary - January 4, 2021
Weekly Market Commentary | December 21, 2020
Weekly Market Commentary | December 14, 2020
Weekly Market Commentary | December 7, 2020
Weekly Market Commentary | November 30, 2020
Weekly Market Commentary | November 23, 2020
Weekly Market Commentary | November 16, 2020
Weekly Market Commentary | November 9, 2020
Weekly Market Commentary | November 2, 2020
Weekly Market Commentary | October 26, 2020
Weekly Market Commentary | October 19. 2020
Weekly Market Commentary - October 12, 2020
Weekly Market Commentary | October 5, 2020
Weekly Market Commentary | September 28, 2020
Weekly Market Commentary | September 21, 2020
Weekly Market Commentary | September 14, 2020
Weekly Market Commentary | September 8, 2020
Weekly Market Commentary | August 31, 2020
Weekly Market Commentary | August 24, 2020
Weekly Market Commentary | August 17, 2020
Weekly Market Commentary | August 10, 2020
Weekly Market Commentary | August 8, 2020
Weekly Market Commentary | July 27, 2020
Weekly Market Commentary | July 20, 2020
Weekly Market Commentary | July 6, 2020
Weekly Market Commentary | June 29, 2020
Weekly Market Commentary | June 22, 2020
Weekly Market Commentary | June 15, 2020
Weekly Market Commentary | June 8, 2020
Weekly Market Commentary | June 1, 2020
Weekly Market Commentary | May 18, 2020
Weekly Market Commentary | April 27, 2020
Weekly Market Commentary | April 13, 2020
Weekly Market Commentary | May 4, 2020
Weekly Market Commentary | April 20, 2020
Weekly Market Commentary | April 6, 2020
Weekly Market Commentary | March 30, 2020
Weekly Market Commentary | March 23, 2020
Weekly Market Commentary | March 16, 2020
Weekly Market Commentary | March 9, 2020
Weekly Market Commentary | March 2, 2020
Weekly Market Commentary | February 24, 2020
Weekly Market Commentary | February 18, 2020
Weekly Market Commentary | February 3, 2020
Weekly Market Commentary | January 27, 2020
Weekly Market Commentary | January 13, 2020
Weekly Market Commentary | January 6, 2020
Weekly Market Commentary | December 30, 2019
Weekly Market Commentary | December 23, 2019
Weekly Market Commentary | December 16, 2019
Weekly Market Commentary | Week of December 2, 2019
Weekly Market Commentary | Week of November 25, 2019
Weekly Market Commentary | Week of November 18, 2019
Weekly Market Commentary | November 11, 2019
Weekly Market Commentary | Week of October 28, 2019
Weekly Market Commentary | Week of October 21, 2019
Weekly Market Commentary | Week of October 14, 2019
Weekly Market Commentary | Week of October 7, 2019
Weekly Market Commentary | September 30, 2019
Weekly Market Commentary | Week of September 23, 2019
Weekly Market Commentary | Week of September 16, 2019
Weekly Market Commentary | Week of September 9, 2019
Weekly Market Commentary | Week of September 3, 2019
Weekly Market Commentary | Week of August 26, 2019
Weekly Market Commentary | August 19, 2019
Weekly Market Commentary | Week of August 12, 2019
Weekly Market Commentary | August 5, 2019
Weekly Market Commentary | July 29, 2019
Weekly Market Commentary | Week of July 22, 2019
Weekly Market Commentary | July 22, 2019
Weekly Market Commentary | July 15, 2019
Weekly Market Commentary | July 8, 2019
Weekly Economic Commentary | July 8, 2019
Weekly Market Commentary | July 1, 2019
Weekly Market Commentary | June 17, 2019
Weekly Economic Commentary | June 17, 2019
Weekly Economic Commentary | June 10, 2019
Weekly Market Commentary | June 10, 2019
Weekly Market Commentary | Week of June 3, 2019
Weekly Economic Commentary | Week of June 3, 2019
Weekly Economic Commentary | Week of May 20, 2019
Weekly Market Commentary | Week of May 20, 2019
Weekly Economic Commentary | Week of May 27, 2019
Weekly Market Commentary | Week of May 27, 2019
Weekly Market Commentary | Week of May 13, 2019
Weekly Economic Commentary | May 13, 2019
Weekly Market Commentary | May 6, 2019
Weekly Economic Commentary | May 6, 2019
Weekly Market Commentary | April 29, 2019
Weekly Market Commentary | Week of April 22, 2019
Weekly Market Commentary | April 15, 2019
Weekly Market Commentary | April 8, 2019
Weekly Economic Commentary | March 11, 2019
Weekly Market Commentary | March 4, 2019
Weekly Market Commentary | February 25, 2019
Weekly Economic Commentary | Week of Feb 19, 2019
Weekly Market Commentary | February 19, 2019
Weekly Market Commentary | February 11, 2019
Weekly Economic Commentary | Week of February 4, 2019
Weekly Market Commentary | February 4, 2019
Weekly Economic Commentary | Week of Jan 28, 2019
Weekly Market Commentary | January 28, 2019
Weekly Market Commentary | January 22, 2019
Weekly Economic Commentary | Week of Jan 21, 2019
Weekly Market Commentary | January 14, 2019
Weekly Economic Commentary | Week of Jan 14, 2019
Weekly Economic Commentary | Week of Jan 7, 2019
Weekly Market Commentary | January 7, 2019
Weekly Economic Commentary | Week of December 31, 2018
Weekly Market Commentary | December 31, 2018
Weekly Market Commentary | December 10, 2018
Weekly Economic Commentary | Week of Dec 10, 2018
Weekly Market Commentary | December 3, 2018
Weekly Economic Commentary | Week of Dec 3, 2018
Weekly Economic Commentary | Week of Nov 26, 2018
Weekly Market Commentary | November 26, 2018
Weekly Economic Commentary | Week of Nov 12, 2018
Weekly Market Commentary | November 12, 2018
Weekly Economic Commentary | Week of Nov 5, 2018
Weekly Market Commentary | November 5, 2018
Weekly Market Commentary | October 29, 2018
Weekly Economic Commentary | Week of Oct 29, 2018
Weekly Economic Commentary | Week of Oct 22, 2018
Weekly Market Commentary | October 22, 2018
Weekly Economic Commentary | Week of Oct 15, 2018
Weekly Market Commentary | October 15, 2018
Weekly Economic Commentary | October 8, 2018
Weekly Market Commentary | October 8, 2018
Weekly Market Commentary | October 1, 2018
Weekly Economic Commentary | Week of October 1, 2018
Weekly Economic Commentary | Week of September 24, 2018
Weekly Market Commentary | September 24, 2018
Weekly Economic Commentary | Week of September 17, 2018
Weekly Market Commentary | September 18, 2018
Weekly Economic Commentary | Week of September 10, 2018
Weekly Market Commentary | September 10, 2018
Weekly Economic Commentary | Week of September 3, 2018
Weekly Market Commentary | September 4, 2018
Weekly Economic Commentary | Week of August 27, 2018
Weekly Market Commentary | August 27, 2018
Weekly Economic Commentary | Week of August 20, 2018
Weekly Market Commentary | August 20, 2018
Weekly Market Commentary | August 13, 2018
Weekly Economic Commentary | Week of August 13, 2018
Weekly Market Commentary | August 6, 2018
Weekly Economic Commentary | Week of August 6, 2018
Weekly Economic Commentary | Week of July 30, 2018
Weekly Market Commentary | July 30, 2018
Weekly Economic Commentary | Week of July 23, 2018
Weekly Market Commentary | July 16, 2018
Weekly Economic Commentary | Week of July 16, 2018
Weekly Economic Commentary | Week of June 25, 2018
Weekly Market Commentary | June 25, 2018
Weekly Economic Commentary | Weekof June 18, 2018
Weekly Market Commentary | June 18, 2018
Weekly Economic Commentary | Week of June 11, 2018
Weekly Market Commentary | June 11, 2018
Weekly Economic Commentary | Week of June 4, 2018
Weekly Economic Commentary | Week of May 29, 2018
Weekly Economic Commentary | Week of May 21, 2018
Weekly Economic Commentary | Week of May14, 2018
Weekly Economic Commentary | Week of May 7, 2018
Outlook 2022: Passing the Baton
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is a Roth IRA?
What Is Tax Deferral?
How Can I Benefit from Tax-Advantaged Investments?
What Tax-Advantaged Alternatives Are Available?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
What Is Diversification?
What Is a Stock Index?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is a Mutual Fund Load?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Are the Different Classes of Assets?
What Is Asset Allocation?
What College Investment Options Do I Have?
What Is Dollar-Cost Averaging?
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
How Do Money Market Mutual Funds Work?
How Can I Better Manage My Short-Term Cash?
What Advantages Does a Biweekly Mortgage Offer?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
Is a Home Equity Loan or Line of Credit Right for Me?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Are the Main Types of Auto Insurance?
How Do I Make a Property Insurance Claim?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
Do I Need Disability Income Insurance?
What Types of Health Coverage Are Available?
How Can I Extend My Liability Coverage?
What Is the Difference Between an HMO and a PPO?
How Can I Determine the Financial Strength of My Insurance Company?
What Does Medicare Cover?
Videos
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
Do You Know Who Your Beneficiaries Are?
Glossary
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Life Insurance
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