Newsletters

Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?