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  Latest Available Stock Quotes

  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
  Dow Jones Industrials	28,335.57	-0.10%

  Market data delayed per exchange rules.
  All quotes are in US Eastern Time (EST).
  Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

• Articles

  • Cash Management

    • Cash Management Basics
    • Doubling Your Money
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    • College Financial Aid

  • Client Connections

    • Understanding and Taking Advantage of the American Recovery and Reinvestment Act

  • Estates & Trusts

    • Estate Planning
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    • Controlling the Distribution
    • Paying Estate Taxes
    • Gifting Strategies
    • Family Limited Partnerships
    • Property Ownership
    • History of the Federal Estate Tax

  • Investing

    • Dividends
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    • Mutual Fund Taxes
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    • Mutual Fund Loads
    • Annuities
    • Fixed vs. Variable Annuities
    • Investment Risks
    • Stock and Bond Investing Alternatives
    • Dollar-Cost Averaging

  • Market Commentary

    • 2012 Outlook
    • January 11th 2012
    • February 1st 2012
    • March 5th 2012
    • March 22nd 2012
    • April 12th 2012
    • April 19th 2012
    • May 2nd 2012
    • May 30th 2012
    • June 20th 2012
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    • November 7th 2012
    • December 13th 2012
    • April 2nd 2013
    • May 2nd 2013
    • June 28th 2013
    • July 7th 2013
    • July 7th 2013 Long Version
    • August 22nd 2013
    • September 9th 2013
    • September 24th 2013
    • October 3rd 2013
    • October 10th 2013
    • November 12th 2013
    • February 5th 2014
    • February 18th 2014
    • March 3rd 2014
    • March 17th 2014
    • April 7th 2014
    • April 16th 2014
    • May 1st 2014
    • May 13th 2014
    • May 30th 2014
    • July 30th 2014
    • August 1st 2014
    • August 5th 2014
    • September 3rd 2014
    • September 4th 2014
    • September 19th 2014
    • September 18th 2014
    • September 26th 2014
    • October 10th 2014
    • October 15th 2014
    • October 27th 2014 #1
    • October 27th 2014 #2
    • November 6th 2014
    • November 14th 2014
    • November 26th 2014
    • December 15th 2014
    • December 19th 2014
    • December 26th 2014
    • January 9th 2015
    • January 16th 2015
    • Feburary 5th 2015
    • March 3rd 2015
    • March 11th 2015
    • April 9th 2015
    • May 4th 2015

  • Monthly Market Monitor

    • January 2012
    • February 2012
    • April 2012
    • May 2012
    • July 2012
    • August 2012
    • October 2012
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    • February 2013
    • April 2013
    • July 2013
    • August 2013
    • October 2013
    • November 2013
    • January 2014
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    • April 2014
    • May 2014
    • July 2014
    • August 2014
    • October 2014
    • November 2014
    • January 2015
    • February 2015
    • April 2015
    • May 2015

  • Quarterly Recap

    • 2nd Quarter 2012
    • 1st Quarter 2012
    • 4th Quarter 2012 Outlook
    • 3rd Quarter 2012
    • 4th Quarter 2012
    • 1st Quarter 2013
    • 2013 Mid-Year Market Outlook
    • Quarterly Recap - 2nd Quarter 2013
    • 2013 Fourth Quarter Market Outlook
    • Quarterly Recap - 3rd Quarter 2013
    • Quarterly Recap - 4th Quarter 2013
    • Annual Market Recap - 2013
    • Quarterly Recap 1st Quarter - 2014
    • Market Outlook - Mid-Year 2014
    • 2014 Fourth Quarter Market Outlook
    • Quarterly Recap - 3rd Quarter 2014
    • Market Outlook - 2015
    • Quarterly Recap - 4^th Quarter 2014
    • Annual Market Recap - 2014
    • 2nd Quarter 2015 Market Outlook
    • Quarterly Recap 1st Quarter - 2015

  • Retirement

    • SIMPLE Plans
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    • 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
    • Future of Social Security
    • Social Security Income
    • Self-Employed Retirement Plans
    • Retirement Plan Distributions
    • Traditional IRAs
    • 401(k) Plans
    • Save Now or Save Later
    • Roth IRAs

  • 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
    • Variable Life Insurance
    • Insurance Claims
    • Maximizing Your Insurance Benefits
    • Protecting Your Home
    • Assessing Disability Income Insurance
    • Types of Health Coverage
    • Additional Liability Coverage
    • HMOs and PPOs
    • Long-Term Care Costs
    • Medicare Coverage

  • Tax Planning

    • Estate Tax
    • Gift Tax
    • Retirement Plan Limits
    • Required Minimum Distributions
    • Charitable Trust Tax Benefits
    • Retirement Plan Taxes
    • Tax-Advantaged Investments
    • Tax Deductions
    • Tax-Advantaged Alternatives
    • Tax Strategies for Retirement Plans
    • Tax-Free Investments
    • Mutual Fund Profits
    • Tax-Free Insurance Upgrades

• Newsletters

  • October

    • HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
    • Return of Premium Life Insurance: Protection and Cash Back
    • Accumulating Funds for Short-Term Goals
    • Investing in UITs
    • Business Cycle Basics: Recessions Begin and End Before We Know It
    • Insurance to Help Protect Your Business from Lawsuits

  • September

    • HOT TOPIC: The Bull Is Back... Will It Keep Charging?
    • Could You Be Responsible for Your Parents’ Nursing Home Bills?
    • Survivor Benefits Provide a Financial Lifeline
    • Consider Market Caps for Diversification
    • Student Loan Stress? These Plans Might Help
    • Why Family Businesses Should Have Succession Plans

  • August

    • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
    • Debit or Credit? Pick a Card
    • Consider a Roth Conversion for Tax-Free Income
    • Turbulent Times: Bear Markets Come and Go
    • Indexed Annuities: A Strategy to Turn Savings into Retirement Income
    • Crisis Relief: Financial Lifelines for Affected Workers

  • July

    • HOT TOPIC: The Shape of Economic Recovery
    • Mid-Year Is a Great Time to Fine-Tune Your Finances
    • Four Questions on the Roth Five-Year Rule
    • Playing Defense: Three Stock Strategies to Help Control Risk
    • The Beige Book: A Timely Economic Read
    • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

  • June

    • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
    • Managing Your Workplace Retirement Plan
    • Will vs. Trust: Know the Difference
    • Why You Might Need Disability Income Insurance
    • Do ETFs Belong in Your Portfolio?
    • SECURE Act Changes That Matter to Small Employers

  • May

    • HOT TOPIC: Too Much Oil with Nowhere to Go
    • Keeping Cool: Investment Strategy vs. Reaction
    • Social Security May Offer a Lifetime of Protection
    • The Cost of Family Caregiving
    • Three Life Insurance Strategies for Small Businesses
    • Telemedicine: The Virtual Doctor Will See You Now

  • April

    • HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
    • Setting a Retirement Savings Goal
    • Looking for Value with P/E Ratios
    • Early Retirement and Your Tax-Deferred Savings
    • Living Benefits Can Help Counter Retirement Risks
    • Don’t Let a Disaster Keep the Lights Off Forever

  • March

    • Stay-at-Home Spouse? Consider a Spousal IRA
    • Three Lessons from Retirees
    • Five Red Flags That Raise the Odds of an Audit
    • Behavioral Biases That Can Lead to Costly Mistakes
    • Classifying Workers: Know the Rules and Risks

  • February

    • HOT TOPIC: The SECURE Act and Your Retirement Savings
    • Three Generations of Retirement Strategies
    • Do Target-Date Funds Hit the Bull’s-Eye for You?
    • Retirement Savings: Traditional, Roth, or Both?
    • Municipal Bonds
    • What Is Cyber Insurance, and Do You Need It?

  • January

    • Give and Receive with a Charitable Remainder Trust
    • Running with the Dogs
    • Rain, Sleet, Snow — and Lawsuits?
    • Business or Hobby? It’s All About Taxes
    • Is It Time to Step Up Your Digital Marketing?

  • December

    • Online Shopping Tips
    • What’s Required of the Executor of an Estate?
    • Prices and the Economy
    • Qualified Charitable Distributions
    • A New Option for Providing Health Coverage in 2020

  • November

    • Three Regrets of Retirees
    • Medicare Open Enrollment
    • Closed-End Funds May Offer Higher Income
    • Taming Investment Taxes
    • Retirement Plans for the Self-Employed Dangle Tax Benefits

• Videos

  • The Retirement Income Factor
  • What Is Investment Risk?
  • Do You Know Who Your Beneficiaries Are?
  • What Would Happen to Your Estate?
  • What Is An Annuity?

• Tax Library

  • Tax Forms
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• Calculators

  • Cash Management

    • Cash Flow Analysis
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  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
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    • Mortgage Refinancing
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    • Credit Card Debt
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  • Retirement & Inflation

    • Cost of Retirement
    • Required Minimum Distributions
    • Impact of Inflation
    • Retirement Plan Early Distribution
    • Personal Inflation Rate
    • Retirement Portfolio Lifespan

  • Risk Management

    • Life Insurance
    • Life Expectancy
    • Long-Term Care Self Insurance
    • LTCI Cost of Waiting
    • Disability Income Insurance

  • Saving & Investing

    • College Funding
    • Savings Goals
    • Savings Accumulation
    • Taxable Equivalent Yield

  • Taxes & IRAs

    • Federal Income Tax
    • Tax-Deferred Savings
    • IRA Eligibility

• Glossary

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