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Eighty percent of Americans agree they would benefit from having basic financial education and information.1
Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
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New Articles
"Small Steps" by Jeffrey Kleintop | February 9, 2012
Portfolio Compass | February 8, 2012
Current Conditions Index | February 8, 2012
Bond Market Perspectives | February 7, 2012
Weekly Economic Commentary | February 6, 2012
Weekly Market Commentary | February 7, 2012
Bond Market Perspectives | Week of January 30, 2012
Weekly Market Commentary | January 30, 2012
Current Conditions Index | Week of January 30, 2012
Weekly Economic Commentary | January 30, 2012
The Search for Income | Fourth Quarter 2011
Portfolio Compass | January 25, 2012
Current Conditions Index | January 25, 2012
Bond Market Perspectives | January 24, 2012
Weekly Economic Commentary | January 23, 2012
Weekly Market Commentary | January 23, 2012
2011: Volatility and Resiliency | Client Letter by Burt White
Current Conditions Index | January 18, 2012
Bond Market Perspective | January 17, 2012
Weekly Economic Commentary | January 17, 2012
Weekly Market Commentary | January 17, 2012
Portfolio Compass | Junauary 11, 2012
Current Conditions Index | January 11, 2012
Bond Market Perspectives | January 10, 2012
Weekly Market Commentary | January 9, 2012 | PDF
Market Insight | Q4 2011 Review
Current Conditions Index | January 4, 2012
Bond Market Perspective | January 3, 2012
Weekly Economic Commentary | January 3, 2012
Bond Market Perspectives | January 3, 2011
Portfolio Compass| December 28, 2011
Current Conditions Index | December 28, 2011
Current Conditions Index | December 21, 2011
Bond Market Perspectives | December 20, 2011
Weekly Economic Commentary | December 19, 2010
Weekly Market Commentary | December 19, 2011
Portfolio Compass | December 14, 2011
Current Conditions Index | December 14, 2011 030441
Bond Market Perspectives | December 13, 2011
Weekly Economic Commentary | December 12, 2011
Weekly Market Commentary | December 12, 2011
Current Conditions Index | December 7, 2011
Bond Market Perspectives | December 6, 2011
Weekly Economic Commentary | December 5, 2011
Weekly Market Commentary | December 5, 2011
"Volatility May Create Opportunity", by Jeff Kleintop | November 30, 2011
2012 Outlook
Market Commentary
Weekly Market Commentary | January 3, 2012
Estates & Trusts
Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
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Retirement
SIMPLE IRAs
Stretch 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
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
College Investment Options
Stock and Bond Alternatives
Dollar-Cost Averaging
529 Plans
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Biweekly Mortgages
Reverse Mortgages
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Effects of Inflation
Home Equity Loans
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
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Types of Life Insurance
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