Newsletters

April

• HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic

  A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.

• Looking for Value with P/E Ratios

  Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

• Early Retirement and Your Tax-Deferred Savings

  Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

March

• HOT TOPIC: The Coronavirus and the Global Economy

  An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.

February

• HOT TOPIC: The SECURE Act and Your Retirement Savings

  A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

• Retirement Savings: Traditional, Roth, or Both?

  How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?

January

• Give and Receive with a Charitable Remainder Trust

  Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.

December

• What’s Required of the Executor of an Estate?

  Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.