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Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

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.

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.

  • 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.

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.

  • 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.

May

  • 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.

April

March

February

  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

  • How Long Should You Keep Financial Records?

    The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

January

December