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- HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
- Signs of a Scam…and How to Resist It
- Child Tax Credit for 2021: Will You Get More?
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- Following the Inflation Debate
- What a Relief! Congress Acts Against Surprise Medical Bills
- HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
- Don’t Let Debt Derail Your Retirement
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- A Steady Strategy
- Pension or Lump Sum: Which Should You Choose?
- Stock Market Risks in the Spotlight
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- HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
- New Changes to College Financial Aid and Education Tax Benefits
- How Well Do You Understand Retirement Plan Rules?
- Is the Medicare Donut Hole Really Closed?
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- Your Business: New Rules for Writing Off Restaurant Meals
- HOT TOPIC: Rising Inflation: Where Will It Go from Here?
- Real Estate for Income and Diversification
- Five Tips to Follow When Applying for a Mortgage
- Social Security Spousal Benefits
- Portfolios Get Personal: Growing Interest in Socially Responsible Investing
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- Working While Receiving Social Security Benefits
- Your Business: Reasons to Keep Personal and Business Finances Separate
- HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
- Key Retirement and Tax Numbers for 2021
- Are Value Stocks Poised for a Comeback?
- Home Sweet Home Equity
- Asset Protection: Make Sure Your Umbrella Is Big Enough
- Is Your Home Office Also a Tax Shelter?
- HOT TOPIC: Pandemic Relief Measures and Your Tax Return
- Sequence Risk: Preparing to Retire in a Down Market
- Watch Out for These Financial Pitfalls in the New Year
- New Fed Policy Suggests Low Rates for the Long Term
- When You Can’t Speak for Yourself
- Big Data for Smaller Players
- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
- Prepare Your Finances for the Next Emergency
- Gift vs. Inheritance: Consider the Tax Difference
- Take Advantage of Deductions for Business Investments
- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
- Full House: Adult Children Coming Home
- Income Investors May Find Closed-End Funds on Sale
- Your Business: Could You Benefit from a Roth Conversion in 2020?
- Five Investment Tasks to Tackle by Year-End
- Three Questions to Consider During Open Enrollment
- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
- Four Steps to Rebuilding Your Business
- Return of Premium Life Insurance: Protection and Cash Back
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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 | September 13, 2021
- 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 | August 2, 2021
- Weekly Market Commentary | July 26, 2021
- Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
- Midyear Outlook 2021 - Social Sharing Guide
- 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
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- 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
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- Weekly Market Commentary | August 10, 2020
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- Weekly Market Commentary | July 27, 2020
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- Weekly Market Commentary | July 6, 2020
- Weekly Market Commentary | June 29, 2020
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- Weekly Market Commentary | May 18, 2020
- Weekly Market Commentary | April 27, 2020
- Weekly Market Commentary | April 13, 2020
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- 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
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- Weekly Market Commentary | September 30, 2019
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- Weekly Market Commentary | July 15, 2019
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- Weekly Economic Commentary | July 8, 2019
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- Weekly Market Commentary | June 17, 2019
- Weekly Economic Commentary | June 17, 2019
- Weekly Economic Commentary | June 10, 2019
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- Weekly Market Commentary | April 15, 2019
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- Weekly Economic Commentary | March 11, 2019
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- Weekly Economic Commentary | Week of December 31, 2018
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- Weekly Economic Commentary | Week of August 27, 2018
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- Weekly Market Commentary | August 13, 2018
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- Weekly Economic Commentary | Week of June 25, 2018
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- Weekly Economic Commentary | Weekof June 18, 2018
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- Weekly Economic Commentary | Week of June 11, 2018
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- Weekly Economic Commentary | Week of May 7, 2018
- What Key Estate Planning Tools Should I Know About?
- How Can a Living Trust Help Me Control My Estate?
- What Are the Pitfalls of Probate?
- How Can My Gift Benefit Me and the Charity?
- How Can I Control the Distribution of My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- How Can I Benefit from a Charitable Lead Trust?
- How Can I Benefit from a Charitable Remainder Trust?
- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- What Is a SIMPLE?
- What Is a Roth 401(k)?
- What Is a Profit-Sharing Plan?
- What Is a Money Purchase Pension Plan?
- What Is a 403(b) Plan?
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Is a 1035 Exchange?
- Unforgettable Birthdays
- Don’t Bank Your Retirement on Your Business
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is a Self-Employed Retirement Plan?
- What Is an Indexed Annuity?
- Retirement Plan Distributions
- 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 the Capital Gain Tax?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- What Are the Tax Benefits of Charitable Trusts?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
- What Is Tax Deferral?
- How Can I Benefit from Tax-Advantaged Investments?
- What Tax Deductions Are Still Available to Me?
- What Tax-Advantaged Alternatives Do I Have?
- 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?
- How Can I Keep More of My Mutual Fund Profits?
- How Can I Upgrade My Insurance — Tax-Free?
- What Are Dividends?
- What Is an Exchange-Traded Fund?
- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Are Zero-Coupon Bonds?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Do Bond Ratings Mean?
- 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?
- How Can I Save for My Child’s College Education?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- 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?
- Why Purchase Life Insurance?
- Why Are Annuities Considered an Insurance Product?
- What Is Property and Casualty Insurance?
- Do I Need a Business Owner Policy?
- Life Insurance for Business Owners
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- Disability Income Insurance for Business Owners
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Is Universal Life Insurance?
- What Is Variable Life Insurance?
- What Are the Main Types of Auto Insurance?
- Making a Property Insurance Claim
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- How Can I Protect My Home?
- 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?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- What Are the Basic Types of Life Insurance?
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Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- 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?
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