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Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here are 4 great, and sometimes unexpected, places to raise a family.
Try these activities to keep your brain sharp.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A four-step framework for building a personal legacy.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
What does your home really cost?
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.