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Learning Center

Calculators

• Loan Payoff
• Home Affordability
• Mortgage Refinancing
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• Credit Card Debt
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• Estate Taxes
• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
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• Working While Collecting Social Security Benefits
• Federal Income Tax
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• IRA Eligibility
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• College Funding
• Savings Goals
• Savings Accumulation
• Taxable Equivalent Yield
• Cash Flow Analysis
• Net Worth
• Lifetime Earnings
• Life Insurance
• Life Expectancy
• Long-Term Care Self Insurance
• LTCI Cost of Waiting
• Disability Income Insurance

E-Seminars

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: Government Acts to Blunt Financial Impact of Global Pandemic
• Setting a Retirement Savings Goal
• Looking for Value with P/E Ratios
• Early Retirement and Your Tax-Deferred Savings
• Living Benefits Can Help Counter Retirement Risks
• Don’t Let a Disaster Keep the Lights Off Forever
• HOT TOPIC: The Coronavirus and the Global Economy
• Stay-at-Home Spouse? Consider a Spousal IRA
• Three Lessons from Retirees
• Five Red Flags That Raise the Odds of an Audit
• Behavioral Biases That Can Lead to Costly Mistakes
• Classifying Workers: Know the Rules and Risks
• HOT TOPIC: The SECURE Act and Your Retirement Savings
• Three Generations of Retirement Strategies
• Do Target-Date Funds Hit the Bull’s-Eye for You?
• Retirement Savings: Traditional, Roth, or Both?
• Municipal Bonds
• What Is Cyber Insurance, and Do You Need It?
• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
• Give and Receive with a Charitable Remainder Trust
• Running with the Dogs
• Rain, Sleet, Snow — and Lawsuits?
• Business or Hobby? It’s All About Taxes
• Is It Time to Step Up Your Digital Marketing?
• Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
• Online Shopping Tips
• What’s Required of the Executor of an Estate?
• Prices and the Economy
• Qualified Charitable Distributions
• A New Option for Providing Health Coverage in 2020
• HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
• Three Regrets of Retirees
• Medicare Open Enrollment
• Closed-End Funds May Offer Higher Income
• Taming Investment Taxes
• Retirement Plans for the Self-Employed Dangle Tax Benefits
• HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
• Protection to Help Your Family
• Five Money Issues to Talk About Before the Wedding
• What Medicare Won’t Cover
• Index Update: Shifting Sectors Reflect Social Change
• Coping with a Labor Shortage
• HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
• Sticker Shock May Drive Consumers to Used Cars
• Risk Tolerance: Stress-Test Your Portfolio…and Yourself
• Steps to Help Lower Capital Gains Taxes
• Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
• Could Employee Ownership Be Part of Your Succession Plan?
• Caught in the Middle: The Sandwich Generation
• Consider REITs for Income and Diversification
• Life Insurance with Long-Term Care Benefits
• Qualified Longevity Annuity Contracts (QLACs)
• A Quick and Dirty Guide to Credit
• Seeking Balance in a Mutual Fund
• What’s the Real Return on Your Investments?
• Indexed Annuities: Growth Potential with Downside Protection
• New Study Finds Widespread Job Loss After 50
• Calculating Key Financial Ratios
• A Steady Strategy in Turbulent Times
• College Savings: Roth or 529 Plan?
• Avoiding Probate with a Transfer-on-Death Deed
• Interest Rates and the Economy
• Steps to Executing an Exit Strategy
• Bonds Can Offer Stability Even with Rising Rates
• SRI Investing: Not Just for Stocks
• Be Aware of Observation Care
• Retirement Planning: How Secure Is Social Security?
• Watch Out for Scams That Target Businesses

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 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 Economic Commentary | August 5, 2019
• Weekly Market Commentary | July 29, 2019
• Weekly Economic Commentary | July 29, 2019
• Weekly Market Commentary | Week of July 22, 2019
• Weekly Economic Commentary | July 22, 2019
• Weekly Market Commentary | July 22, 2019
• Weekly Market Commentary | July 15, 2019
• Weekly Economic Commentary | July 15, 2019
• Weekly Market Commentary | July 8, 2019
• Weekly Economic Commentary | July 8, 2019
• Weekly Market Commentary | July 1, 2019
• Weekly Economic Commentary | July 1, 2019
• Midyear Outlook 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 Economic Commentary | April 29, 2019
• Weekly Market Commentary | Week of April 22, 2019
• Weekly Market Commentary | April 15, 2019
• Weekly Economic 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
• Estate Planning
• Living Trusts
• Avoiding Probate
• Charitable Giving
• Controlling the Distribution
• Paying Estate Taxes
• Benefits of A-B Trusts
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• Wealth Replacement Trusts
• Family Limited Partnerships
• Property Ownership
• History of the Federal Estate Tax
• SIMPLE Plans
• Roth 401(k)
• Profit-Sharing Plans
• Money Purchase Pension Plans
• 403(b) Plans
• Why Purchase Annuities
• Split-Annuity Strategy
• Annuity Living Benefits
• How Much Do I Need to Save?
• A New Chapter for Retirement
• 1035 Exchanges
• Unforgettable Birthdays
• Your Business and Retirement
• Planning Options
• Future of Social Security
• Social Security Income
• Self-Employed Retirement Plans
• Indexed Annuities
• Retirement Plan Distributions
• Traditional IRAs
• 401(k) Plans
• Managing Retirement Plans
• Save Now or Save Later
• Roth IRAs
• Capital Gain Tax
• Estate Tax
• Gift Tax
• Retirement Plan Limits
• Required Minimum Distributions
• Charitable Trust Tax Benefits
• Retirement Plan Taxes
• Withdrawing Before Age 59.5
• Tax Deferral
• Tax-Advantaged Investments
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Mutual Fund Profits
• Tax-Free Insurance Upgrades
• Dividends
• Exchange-Traded Funds
• Growth Stocks vs. Value Stocks
• Mutual Fund Taxes
• Stock
• Zero-Coupon Bonds
• Diversification
• Types of Bonds
• Bonds
• Bond Ratings
• Stock Indexes
• Mutual Funds vs. Stocks
• Mutual Funds
• Closed-End Funds
• Mutual Fund Loads
• Annuities
• Fixed vs. Variable Annuities
• Investment Risks
• Asset Classes
• Asset Allocation
• College Savings Plans
• College Investment Options
• Stock and Bond Investing Alternatives
• Dollar-Cost Averaging
• 529 Plans
• Cash Management Basics
• Doubling Your Money
• Cash Management Tools
• Money Market Funds
• Managing Cash
• Biweekly Mortgages
• Smart Financing Ideas
• College Financial Aid
• Savings Alternatives
• Effects of Inflation
• Home Equity Loans
• Why Purchase Life Insurance
• Annuities as an Insurance Product
• Property and Casualty Insurance
• Business Owner Policies
• Life Insurance for Business Owners
• Split-Dollar Life Insurance
• Last-Survivor Life Insurance
• Disability Income Insurance for Business Owners
• Term Life Insurance
• Whole Life Insurance
• Universal Life Insurance
• Variable Life Insurance
• Auto Insurance
• Insurance Claims
• Maximizing Your Insurance Benefits
• Insuring Your Future
• Protecting Your Home
• Assessing Disability Income Insurance
• Types of Health Coverage
• Additional Liability Coverage
• HMOs and PPOs
• Evaluating Insurance Companies
• Long-Term Care Costs
• Medicare Coverage
• Types of Life Insurance

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Inflation: The Sneaky Thief
• How Pre-Tax Contributions Affect Your Paycheck
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• 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
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks