Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
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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New Articles
Bond Market Perspectives | Week of January 30, 2012
Weekly Market Commentary | January 30, 2012
Current Conditions Index | Week of January 30, 2012
Weekly Economic Commentary | January 30, 2012
The Search for Income | Fourth Quarter 2011
Portfolio Compass | January 25, 2012
Current Conditions Index | January 25, 2012
Bond Market Perspectives | January 24, 2012
Weekly Economic Commentary | January 23, 2012
Weekly Market Commentary | January 23, 2012
2011: Volatility and Resiliency | Client Letter by Burt White
Current Conditions Index | January 18, 2012
Bond Market Perspective | January 17, 2012
Weekly Economic Commentary | January 17, 2012
Weekly Market Commentary | January 17, 2012
Portfolio Compass | Junauary 11, 2012
Current Conditions Index | January 11, 2012
Bond Market Perspectives | January 10, 2012
Weekly Market Commentary | January 9, 2012 | PDF
Market Insight | Q4 2011 Review
Current Conditions Index | January 4, 2012
Bond Market Perspective | January 3, 2012
Weekly Economic Commentary | January 3, 2012
Portfolio Compass| December 28, 2011
Current Conditions Index | December 28, 2011
Current Conditions Index | December 21, 2011
Bond Market Perspectives | December 20, 2011
Weekly Economic Commentary | December 19, 2010
Weekly Market Commentary | December 19, 2011
Portfolio Compass | December 14, 2011
Current Conditions Index | December 14, 2011 030441
Bond Market Perspectives | December 13, 2011
Weekly Economic Commentary | December 12, 2011
Weekly Market Commentary | December 12, 2011
Current Conditions Index | December 7, 2011
Bond Market Perspectives | December 6, 2011
Weekly Economic Commentary | December 5, 2011
Weekly Market Commentary | December 5, 2011
"Volatility May Create Opportunity", by Jeff Kleintop | November 30, 2011
2012 Outlook
Weekly Market Commentary | November 14, 2011
Bond Market Perspectives | October 11, 2011
Weekly Market Commentary | October 10, 2011
Current Conditions Index | October 5, 2011
Market Insight - Q2 2011 Review
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Market Commentary
Weekly Market Commentary | January 3, 2012
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Estates & Trusts
Estate Planning
Charitable Gifts
Charitable Remainder Trusts
Retirement
How Much Do I Need to Save?
IRA Rollover
Future of Social Security
Social Security Income
Traditional IRAs
401(k) Plans
Roth IRAs
Tax Planning
Capital Gains Tax
Required Minimum Distributions
Tax-Free Investments
Investing
Diversification
Mutual Funds vs. Stocks
Asset Allocation
529 Plans
Risk Management
Why Purchase Life Insurance
Disability Income Insurance for Business Owners
Types of Life Insurance
Long-Term-Care Costs
Medicare Coverage
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