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

  • What Is a SIMPLE?

    The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

  • What Is a Roth 401(k)?

    A Roth 401(k) is funded with after-tax money, and allows for tax- and penalty-free withdrawal of earnings if requirements are met.

  • Will Social Security Retire Before You Do?

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • What Is a Traditional IRA?

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

Tax Planning

Investing

  • What Are Dividends?

    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

  • What Is Diversification?

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • How Do Mutual Funds and Stocks Differ?

    The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

Cash Management

Risk Management