Newsletters

HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Consider Munis for Tax-Free Income

Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.