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

Retirement

  • Money Purchase Pension Plans

    A money purchase plan is a retirement plan where employer contributions are based on a fixed percentage of compensation.

  • Traditional IRAs

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Tax Planning

Investing

  • Growth Stocks vs. Value Stocks

    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • Investment Risks

    Understanding different types of investment risk can help investors manage their money more effectively.

Cash Management

  • Biweekly Mortgages

    Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

Risk Management

  • Last-Survivor Life Insurance

    Couples who want to help protect their legacy from estate taxes could consider last-survivor life insurance.

  • Types of Health Coverage

    There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.