Newsletters

Fourty-seven percent of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.1
Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.


  • January

    Running with the Dogs
    See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.

    Rain, Sleet, Snow — and Lawsuits?
    Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

    Business or Hobby? It’s All About Taxes
    The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.

    Is It Time to Step Up Your Digital Marketing?
    Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?

  • December

    Online Shopping Tips
    As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

    What’s Required of the Executor of an Estate?
    Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.

    Prices and the Economy
    Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.

    Qualified Charitable Distributions
    Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.