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Playing Defense: Three Stock Strategies to Help Control Risk

July 2020

Defensive stock strategies can help a portfolio better weather an economic downturn or bouts of market volatility without sacrificing all the growth potential of equities. If you are nearing retirement or just want to lower your risk exposure, these strategies… Read more

Four Questions on the Roth Five-Year Rule

July 2020

The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account. The rule states that you must wait five years after making your first contribution,… Read more

Mid-Year Is a Great Time to Fine-Tune Your Finances

July 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward. Mid-year is an ideal time to do so,… Read more

HOT TOPIC: The Shape of Economic Recovery

July 2020

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.1… Read more

SECURE Act Changes That Matter to Small Employers

June 2020

Many people who work for small businesses don’t have access to retirement benefits. The SECURE Act includes provisions that could make it easier and more affordable for business owners to provide retirement plans and help their employees save money for… Read more

Do ETFs Belong in Your Portfolio?

June 2020

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. At the end of 2019, almost $4.4 trillion in assets was invested among 2,096 ETFs. This… Read more

Why You Might Need Disability Income Insurance

June 2020

Your ability to earn an income may be your most valuable asset. So how would you meet your financial obligations if you became sick or injured and couldn’t work? It might be harder than you think to make ends meet…. Read more

Will vs. Trust: Know the Difference

June 2020

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What Is a Will? A last will and testament is a legal… Read more

Managing Your Workplace Retirement Plan

June 2020

About 80 million Americans actively participate in employer-sponsored defined contribution plans such as 401(k), 403(b), and 457(b) plans.1 If you are among this group, you’ve taken a big step on the road to retirement, but as with any investment, it’s… Read more

HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure

June 2020

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger swings in the broader market.1 Understandably, this highly… Read more

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