Newsletters

May

• HOT TOPIC: High Inflation: How Long Will It Last?

  This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.

• Working While Receiving Social Security Benefits

  Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.

• Baseball Lessons That Might Help Change Up Your Finances

  Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

April

• HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

  Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.

• ETFs Are Gaining on Mutual Funds: Here’s Why

  Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.

• Key Retirement and Tax Numbers for 2022

  Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

March

• HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

  Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.

• Going Green: A Fast-Growing Corner of the Global Bond Market

  This article looks at the types of projects funded by green bonds, some current trends, and the potential benefits and risks for investors.

February

• HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?

  This article discusses the U.S. workforce and what the shifting labor market could mean for workers, employers, inflation, and economic growth.

• Preparing for Libor to Leave the Building

  The London Interbank Offered Rate influences borrowing costs worldwide. Discover why the financial industry wants a more reliable benchmark.

January

• 401(k) and IRA: A Combined Savings Strategy

  Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.

• Charitable Giving Can Be a Family Affair

  Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”

• Looking Back, Looking Forward

  See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

December

• Should You Speed Up Your Retirement Plans?

  The pandemic caused some Americans to file for Social Security earlier than planned. See four factors to consider before retiring early.

November

• Do You Have a Tax-Smart Withdrawal Strategy?

  Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts.

• NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze

  A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.

October

• Grandparent 529 Plans Get a Boost Under New FAFSA Rules

  Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.

September

• Signs of a Scam…and How to Resist It

  Discover four common practices that might help you identify and avoid scams.