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- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
- Money Market Funds in a Low Rate Environment
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- Gift vs. Inheritance: Consider the Tax Difference
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- HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
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- Putting Your Nest Egg in Three Baskets
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- Passive, Active, or Both?
- Your Estate: Have You Looked at These Legal Documents Lately?
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- HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
- Return of Premium Life Insurance: Protection and Cash Back
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- HOT TOPIC: The Bull Is Back... Will It Keep Charging?
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- HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
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- HOT TOPIC: The Shape of Economic Recovery
- Mid-Year Is a Great Time to Fine-Tune Your Finances
- Four Questions on the Roth Five-Year Rule
- Playing Defense: Three Stock Strategies to Help Control Risk
- The Beige Book: A Timely Economic Read
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- HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
- Managing Your Workplace Retirement Plan
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- Behavioral Biases That Can Lead to Costly Mistakes
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- HOT TOPIC: The SECURE Act and Your Retirement Savings
- Three Generations of Retirement Strategies
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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: FUNDAMENTAL (printer-friendly)
- 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
- Weekly Market Commentary | August 17, 2020
- Weekly Market Commentary | August 10, 2020
- Weekly Market Commentary | August 8, 2020
- Weekly Market Commentary | July 27, 2020
- Weekly Market Commentary | July 20, 2020
- Weekly Market Commentary | July 6, 2020
- Weekly Market Commentary | June 29, 2020
- Weekly Market Commentary | June 22, 2020
- Weekly Market Commentary | June 15, 2020
- Weekly Market Commentary | June 8, 2020
- Weekly Market Commentary | June 1, 2020
- Weekly Market Commentary | May 18, 2020
- Weekly Market Commentary | April 27, 2020
- Weekly Market Commentary | April 13, 2020
- Weekly Market Commentary | May 4, 2020
- 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
- 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
- What Key Estate Planning Tools Should I Know About?
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- Will Social Security Retire Before You Do?
- Social Security Income
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- What Is the Capital Gain Tax?
- How Can I Benefit from Tax-Advantaged Investments?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- What Is an Exchange-Traded Fund?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- What Is Term Life Insurance?
- What Is Universal Life Insurance?
- Do I Need Disability Income Insurance?
- Am I Prepared for Long-Term Care Expenses?
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