Broker Check

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.

Quarterly Recap

Market Insight Quarterly | Q1 2016
Market Insight Quarterly | Q4 2015 Review

Market Commentary

Weekly Market Commentary | July 18, 2016
Weekly Economic Commentary | July 18, 2016
Weekly Economic Commentary | July 5, 2016
Weekly Market Commentary | July 5, 2016
Bond Market Perspectives | "Brexit & Bonds" | June 28, 2016
Weekly Market Commentary | June 27, 2016
Weekly Economic Commentary | June 27, 2016
Bond Market Perspectives | June 21, 2016
Weekly Market Commentary | June 20, 2016
Bond Market Perspectives | June 14, 2016
Weekly Market Commentary | June 13, 2016
Weekly Economic Commentary | June 13, 2016
Bond Market Perspectives | June 7, 2016
Weekly Market Commentary | June 6, 2016
Weekly Economic Commentary | June 6, 2016
Bond Market Perspectives | May 31, 2016
Weekly Economic Commentary | May 31, 2016
Weekly Market Commentary | May 31, 2016
Bond Market Perspectives | May 24, 2016
Weekly Market Commentary | May 23, 2016
Weekly Economic Commentary | May 23, 2016
Bond Market Perspectives | May 17, 2016
Weekly Market Commentary | May 16, 2016
Weekly Economic Commentary | May 16, 2016
Bond Market Perspectives | May 10, 2016
Weekly Economic Commentary | May 9, 2016
Bond Market Perspectives | May 3, 2016
Weekly Economic Commentary | May 2, 2016
Bond Market Perspectives | April 26, 2016
Weekly Market Commentary | April 25, 2016
Weekly Economic Commentary | April 25, 2016
Weekly Market Commentary | April 18, 2016
Weekly Economic Commentary | April 18, 2016
Bond Market Perspectives | April 12, 2016
Weekly Market Commentary | April 11, 2016
Weekly Economic Commentary | April 11, 2016
Bond Market Perspectives | April 5, 2016
Weekly Economic Commentary | April 04, 2016
Weekly Market Commentary | April 4, 2016
Bond Market Perspectives | March 29, 2016
Weekly Market Commentary | March 28, 2016
Weekly Economic Commentary | March 28, 2016
Bond Market Perspectives | March 22, 2016
Weekly Market Commentary | March 21, 2016
Weekly Economic Commentary | March 21, 2016
Bond Market Perspectives | March 15, 2016
Weekly Market Commentary | March 14, 2016
Weekly Economic Commentary | March 14, 2016
Weekly Market Commentary | March 7, 2016
Weekly Economic Commentary | March 7, 2016
Bond Market Perspectives | March 1, 2016
Weekly Market Commentary | March 1, 2016
Weekly Economic Commentary | February 29, 2016
Bond Market Perspectives | February 23, 2016
Weekly Economic Commentary | February 22, 2016
Weekly Market Commentary | February 22, 2016
Bond Market Perspectives | February 16, 2016
Weekly Economic Commentary | February 16, 2016
Weekly Market Commentary | February 16, 2016
Bond Market Perspectives | February 9, 2016
Weekly Market Commentary | February 8, 2016
Weekly Economic Commentary | February 8, 2016
Bond Market Perspectives | February 2, 2016
Weekly Economic Commentary | February 1, 2016
Weekly Market Commentary | February 1, 2016
Bond Market Perspectives | January 26, 2016
Weekly Market Commentary | January 25, 2016
Weekly Economic Commentary | January 25, 2016
Weekly Market Commentary | January 19, 2016
Weekly Economic Commentary | January 19, 2016
Bond Market Perspectives | January 19, 2016
Bond Market Perspectives | January 12, 2016
Weekly Market Commentary | January 11, 2016
Weekly Economic Commentary | January 11, 2016
Bond Market Perspectives | January 5, 2016
Weekly Economic Commentary | January 4, 2016
Weekly Market Commentary | January 4, 2016

Estates & Trusts

Estate Planning
Living Trusts
Avoiding Probate
Charitable Giving
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax

Retirement

SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
How Much Do I Need to Save?
A New Chapter for Retirement
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs

Tax Planning

Capital Gain Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades

Investing

Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
College Investment Options
Stock and Bond Alternatives
Dollar-Cost Averaging
529 Plans

Cash Management

Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Biweekly Mortgages
Reverse Mortgages
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Effects of Inflation
Home Equity Loans

Risk Management

Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term Care Costs
Medicare Coverage
Types of Life Insurance

Weekly Market Commentary

Weekly Market Commentary | December 21, 2015
Weekly Market Commentary | December 14, 2015
Weekly Market Commentary | December 07, 2015

Weekly Economic Commentary

Weekly Economic Commentary | December 21, 2015
Weekly Economic Commentary | December 14, 2015
Weekly Economic Commentary | December 07, 2015
Weekly Economic Commentary | November 23, 2015
Weekly Economic Commentary | November 16, 2015
Weekly Economic Commentary | November 09, 2015
Weekly Economic Commentary | November 02, 2015
Weekly Economic Commentary | October 26, 2015
Weekly Economic Commentary | October 19, 2015
Weekly Economic Commentary | October 12, 2015
Weekly Economic Commentary | October 05, 2015
Weekly Economic Commentary | September 28, 2015
Weekly Economic Commentary | September 21, 2015
Weekly Economic Commentary | September 14, 2015
Weekly Economic Commentary | September 08, 2015
Weekly Economic Commentary | August 31, 2015
Weekly Economic Commentary | August 24, 2015
Weekly Economic Commentary | August 17, 2015

Portfolio Compass

Portfolio Compass | May 2016
Portfolio Compass | June 2016
Portfolio Compass | April 2016
Portfolio Compass | March 2016
Portfolio Compass | February 2016
Portfolio Compass | December 16, 2015
Portfolio Compass | December 02, 2015
Portfolio Compass | January 2016

Bond Market Perspectives

Bond Market Perspectives | April 19, 2016
Bond Market Perspectives | December 15, 2015
Bond Market Perspectives | December 08, 2015
Bond Market Perspectives | November 17, 2015
Bond Market Perspectives | November 10, 2015
Bond Market Perspectives | November 03, 2015
Bond Market Perspectives | October 27, 2015
Bond Market Perspectives | October 20, 2015
Bond Market Perspectives | October 13, 2015
Bond Market Perspectives | October 06, 2015
Bond Market Perspectives | September 29, 2015
Bond Market Perspectives | September 22, 2015
Bond Market Perspectives | September 15, 2015
Bond Market Perspectives | September 08, 2015
Bond Market Perspectives | August 25, 2015
Bond Market Perspectives | August 18, 2015
Bond Market Perspectives | August 11, 2015
Bond Market Perspectives | August 04, 2015
Bond Market Perspectives | July 28, 2015

Client Letters

Client Letter, "Midyear Outlook 2016" | July 12, 2016
"A Shift in Sentiment" by John Canally | April 8, 2016
"Facing Volatility" by Burt White | January 20, 2016
"Balancing Confidence and Volatility" by Burt White | January 7, 2016
"Fed Finally Raises Rates" by Burt White and John Canally | December 16, 2015
"Outlook 2016" by Burt White | November 30, 2015
"Cycle of Investing" by John Canally | October 07, 2015
"Understanding the Latest Correction" by Anthony Valeri | September 30, 2015
"Maintaining a Long-Term Perspective" by John Canally | February 17, 2016

Outlook

Midyear Outlook 2016: A Vote of Confidence (single-page version)
Midyear Outlook: A Vote of Confidence (PDF spread)
Outlook 2016: Embrace the Routine (Printer Friendly)
Outlook 2016: Embrace the Routine
Midyear Outlook 2015: Some Assembly Required (single page)
Midyear Outlook 2015: Some Assembly Required
Outlook 2015: In Transit (Printer Friendly)
Outlook 2015: In Transit

Search for Income

Search for Income | First Quarter 2016
Search for Income | Fourth Quarter 2014