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  Latest Available Stock Quotes

  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
  Dow Jones Industrials	26,770.20	-0.95%

  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
    • Money Market Funds
    • Managing Cash
    • College Financial Aid

  • Client Connections

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

  • Estates & Trusts

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

  • Investing

    • Dividends
    • Exchange-Traded Funds
    • Growth Stocks vs. Value Stocks
    • Mutual Fund Taxes
    • Stock
    • Zero-Coupon Bonds
    • Diversification
    • Types of Bonds
    • Bonds
    • Stock Indexes
    • Mutual Funds vs. Stocks
    • Mutual Funds
    • 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
    • July 26th 2012
    • August 7th 2012
    • 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
    • November 2012
    • February 2013
    • April 2013
    • July 2013
    • August 2013
    • October 2013
    • November 2013
    • January 2014
    • February 2014
    • 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 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
    • 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: Could a Health Savings Account Help Strengthen Your Retirement Plan?
    • Protection to Help Your Family
    • Five Money Issues to Talk About Before the Wedding
    • What Medicare Won’t Cover
    • Index Update: Shifting Sectors Reflect Social Change
    • Coping with a Labor Shortage

  • September

    • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
    • Sticker Shock May Drive Consumers to Used Cars
    • Risk Tolerance: Stress-Test Your Portfolio…and Yourself
    • Steps to Help Lower Capital Gains Taxes
    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
    • Could Employee Ownership Be Part of Your Succession Plan?

  • August

    • HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
    • Caught in the Middle: The Sandwich Generation
    • Consider REITs for Income and Diversification
    • Life Insurance with Long-Term Care Benefits
    • Qualified Longevity Annuity Contracts (QLACs)
    • A Quick and Dirty Guide to Credit

  • July

    • HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
    • Seeking Balance in a Mutual Fund
    • What’s the Real Return on Your Investments?
    • Indexed Annuities: Growth Potential with Downside Protection
    • New Study Finds Widespread Job Loss After 50
    • Calculating Key Financial Ratios

  • June

    • HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
    • A Steady Strategy in Turbulent Times
    • College Savings: Roth or 529 Plan?
    • Avoiding Probate with a Transfer-on-Death Deed
    • Interest Rates and the Economy
    • Steps to Executing an Exit Strategy

  • May

    • HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
    • Bonds Can Offer Stability Even with Rising Rates
    • SRI Investing: Not Just for Stocks
    • Be Aware of Observation Care
    • Retirement Planning: How Secure Is Social Security?
    • Watch Out for Scams That Target Businesses

  • April

    • HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
    • Do You Need a Power of Attorney?
    • Why Americans Are Eating Out Less Than Ever
    • Trusts Offer More Than Estate Tax Protection
    • Considering Preferreds? Proceed with Caution
    • Clarifying Tax Deductions for Meals and Entertainment

  • March

    • HOT TOPIC: Keeping an Eye on Corporate Debt
    • Taking a Team Approach to Retirement Savings
    • IPOs: Consider the Risks Behind the Hype
    • Bridging the Gap Between Retirement and Medicare Eligibility
    • Estate Taxes: Should a Trust Own Your Life Insurance?
    • Succession Plans Often Hinge on Reliable Valuation

  • February

    • Need to Tap Your 401(k)? Proceed with Care
    • Looking Back, Looking Ahead
    • Getting Real About Retirement
    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
    • A Business Plan Can Be Your Guide to Growth

  • January

    • ABLE Accounts for Disability Expenses
    • Are Your Designated Heirs Up-to-Date?
    • Consider a Customized Disability Policy
    • Technology Trend: How Blockchain Could Impact the Future
    • Some Small Companies Facing Tariff Troubles

  • December

    • Competing Goals: Pay Off Student Loans or Save for Retirement?
    • Low-Volatility Strategies for a Less Stressful Ride
    • Know Your Mutual Funds
    • Insurance Strategies: Giving Old Life Insurance a New Purpose
    • Weighing a Wider Range of Health Plan Options

  • November

    • Is a Roth 401(k) Right for You?
    • Community Property Laws: Yours, Mine, and Ours
    • Help with College: A Gift for Your Grandkids
    • Reviewing Business Structure in Light of Tax Changes

• Videos

  • The Retirement Income Factor
  • American Tax Burden
  • What Is Investment Risk?
  • Do You Know Who Your Beneficiaries Are?
  • Protecting Your Dependents with Life Insurance
  • What Would Happen to Your Estate?
  • What Is An Annuity?
  • Bringing Up Baby

• Tax Library

  • Tax Forms
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  • Tax Publications
  • Tax Glossary
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  • TaxWise Strategies
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• Calculators

  • Cash Management

    • Cash Flow Analysis
    • Net Worth
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  • Estate Planning

    • Estate Taxes

  • Loans & Credit Cards

    • Loan Payoff
    • Home Affordability
    • Mortgage Refinancing
    • Mortgage Acceleration
    • Credit Card Debt
    • Lease Payment
    • Car Affordability

  • 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

• Flipbooks

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