Articles

More than 80% of investors would appreciate having basic, unbiased investor education and information.^1
1 FINRA Investor Education Survey, 2007

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.

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• Estates & Trusts

  Charitable Gifts
  Gifting Strategies
  Charitable Lead Trusts
  Charitable Remainder Trusts
  Wealth Replacement Trusts
  

  Retirement

  Future of Social Security
  Social Security Income
  Retirement Plan Distributions
  Save Now or Later
  

  Tax Planning

  Tax Deferral
  Tax Strategies for Retirement Plans
  Mutual Fund Profits
  

• Investing

  Diversification
  Mutual Funds
  Closed-End Funds
  Mutual Fund Loads
  Annuities
  Fixed vs. Variable Annuities
  Asset Classes
  Dollar-Cost Averaging
  

  Cash Management

  Cash Management Basics
  Doubling Your Money
  Smart Financing Ideas
  Effects of Inflation
  

• Risk Management

  Term Life Insurance
  Maximizing Insurance Benefits
  Insuring Your Future
  Assessing Disability Insurance
  Additional Liability Coverage
  Evaluating Insurance Companies
  Medicare Coverage