Newsletters

April

• HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift

  An overview of recent changes in U.S. trade policies, and how they might affect international relations and the U.S. and global economies.

• Dividend Investing: Small Payments Can Boost Returns

  Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.

• Income for the Long Run

  A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

• Monetary Policy Update

  How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.

• Guard Against Growing Cybersecurity Threats

  A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

March

• HOT TOPIC — Correction Time: The Market Takes a Hit

  A look at some of the factors behind the recent market volatility and why investors should focus on long-term goals.

• Do You Need an Umbrella?

  American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

February

• HOT TOPIC — Business Tax Breaks: Impact on Earnings and the Economy

  An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.

January

• International Investing: Opportunities Overseas?

  Investing in emerging markets and developing economies has both risks and opportunities.

• An Introduction to Trusts

  A properly constructed trust can serve many purposes for families — and not just for the wealthy.

October

• Bracing for Higher Rates

  Bond laddering is a time-tested strategy that can help manage interest rate risk.