Site Map
-
Home
-
Products & Services
-
Learning Center
-
Calculators
- Loan Payoff
- Home Affordability
- Mortgage Refinancing
- Mortgage Acceleration
- Credit Card Debt
- Lease Payment
- Cost of Retirement
- Impact of Inflation
- Retirement Portfolio Lifespan
- Federal Income Tax
- IRA Eligibility
- Roth IRA Conversion
- College Funding
- Savings Goals
- Savings Accumulation
- Taxable Equivalent Yield
- Cash Flow Analysis
- Net Worth
- Lifetime Earnings
- Life Insurance
- Life Expectancy
- Long-Term Care Self Insurance
- LTCI Cost of Waiting
- Disability Income Insurance
-
E-Seminars
-
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Financial Protection: Using Insurance to Help Manage Life’s Risks
-
Research Articles
- Outlook 2019: Institutional Publication
- Outlook 2019: FUNDAMENTAL (spreads)
- Outlook 2019: FUNDAMENTAL (printer-friendly)
- Outlook 2019 | Client Letter by John Lynch
- Client Letter: Stocks Warm Up In January | February 7, 2019
- Client Letter: "A New Year’s Perspective" by John Lynch
- Client Letter: "Recent Market Volatility" by John Lynch
- Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
- Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
- Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
- Client Letter: Plenty of Positives | John Lynch | September 6, 2018
- Portfolio Compass | February 20, 2019
- Portfolio Compass | January 16, 2019
- Portfolio Compass | December 19, 2018
- Portfolio Compass | November 14, 2018
- Portfolio Compass | October 17, 2018
- Portfolio Compass | September 19, 2018
- Weekly Market Commentary | Week of September 9, 2019
- Weekly Market Commentary | Week of September 3, 2019
- Weekly Market Commentary | Week of August 26, 2019
- Weekly Market Commentary | August 19, 2019
- Weekly Market Commentary | Week of August 12, 2019
- Weekly Market Commentary | August 5, 2019
- Weekly Economic Commentary | August 5, 2019
- Weekly Market Commentary | July 29, 2019
- Weekly Economic Commentary | July 29, 2019
- Weekly Market Commentary | Week of July 22, 2019
- Weekly Economic Commentary | July 22, 2019
- Weekly Market Commentary | July 22, 2019
- Weekly Market Commentary | July 15, 2019
- Weekly Economic Commentary | July 15, 2019
- Weekly Market Commentary | July 8, 2019
- Weekly Economic Commentary | July 8, 2019
- Weekly Market Commentary | July 1, 2019
- Weekly Economic Commentary | July 1, 2019
- Midyear Outlook 2019
- Weekly Market Commentary | June 17, 2019
- Weekly Economic Commentary | June 17, 2019
- Weekly Economic Commentary | June 10, 2019
- Weekly Market Commentary | June 10, 2019
- Weekly Market Commentary | Week of June 3, 2019
- Weekly Economic Commentary | Week of June 3, 2019
- Weekly Economic Commentary | Week of May 20, 2019
- Weekly Market Commentary | Week of May 20, 2019
- Weekly Economic Commentary | Week of May 27, 2019
- Weekly Market Commentary | Week of May 27, 2019
- Weekly Market Commentary | Week of May 13, 2019
- Weekly Economic Commentary | May 13, 2019
- Weekly Market Commentary | May 6, 2019
- Weekly Economic Commentary | May 6, 2019
- Weekly Market Commentary | April 29, 2019
- Weekly Economic Commentary | April 29, 2019
- Weekly Market Commentary | Week of April 22, 2019
- Weekly Market Commentary | April 15, 2019
- Weekly Economic Commentary | April 15, 2019
- Weekly Market Commentary | April 8, 2019
- Weekly Economic Commentary | March 11, 2019
- Weekly Market Commentary | March 4, 2019
- Weekly Market Commentary | February 25, 2019
- Weekly Economic Commentary | Week of Feb 19, 2019
- Weekly Market Commentary | February 19, 2019
- Weekly Market Commentary | February 11, 2019
- Weekly Economic Commentary | Week of February 4, 2019
- Weekly Market Commentary | February 4, 2019
- Weekly Economic Commentary | Week of Jan 28, 2019
- Weekly Market Commentary | January 28, 2019
- Weekly Market Commentary | January 22, 2019
- Weekly Economic Commentary | Week of Jan 21, 2019
- Weekly Market Commentary | January 14, 2019
- Weekly Economic Commentary | Week of Jan 14, 2019
- Weekly Economic Commentary | Week of Jan 7, 2019
- Weekly Market Commentary | January 7, 2019
- Weekly Economic Commentary | Week of December 31, 2018
- Weekly Market Commentary | December 31, 2018
- Weekly Market Commentary | December 10, 2018
- Weekly Economic Commentary | Week of Dec 10, 2018
- Weekly Market Commentary | December 3, 2018
- Weekly Economic Commentary | Week of Dec 3, 2018
- Weekly Economic Commentary | Week of Nov 26, 2018
- Weekly Market Commentary | November 26, 2018
- Weekly Economic Commentary | Week of Nov 12, 2018
- Weekly Market Commentary | November 12, 2018
- Weekly Economic Commentary | Week of Nov 5, 2018
- Weekly Market Commentary | November 5, 2018
- Weekly Market Commentary | October 29, 2018
- Weekly Economic Commentary | Week of Oct 29, 2018
- Weekly Economic Commentary | Week of Oct 22, 2018
- Weekly Market Commentary | October 22, 2018
- Weekly Economic Commentary | Week of Oct 15, 2018
- Weekly Market Commentary | October 15, 2018
- Weekly Economic Commentary | October 8, 2018
- Weekly Market Commentary | October 8, 2018
- Weekly Market Commentary | October 1, 2018
- Weekly Economic Commentary | Week of October 1, 2018
- Weekly Economic Commentary | Week of September 24, 2018
- Weekly Market Commentary | September 24, 2018
- Weekly Economic Commentary | Week of September 17, 2018
- Weekly Market Commentary | September 18, 2018
- Weekly Economic Commentary | Week of September 10, 2018
- Weekly Market Commentary | September 10, 2018
- Weekly Economic Commentary | Week of September 3, 2018
- Weekly Market Commentary | September 4, 2018
- Estate Planning
- Living Trusts
- Avoiding Probate
- Charitable Giving
- Controlling the Distribution
- Gifting Strategies
- Property Ownership
- SIMPLE IRAs
- Roth 401(k)
- Profit-Sharing Plans
- 403(b) Plans
- How Much Do I Need to Save?
- A New Chapter for Retirement
- Unforgettable Birthdays
- Planning Options
- Future of Social Security
- Self-Employed Retirement Plans
- Traditional IRAs
- 401(k) Plans
- Managing Retirement Plans
- Save Now or Save Later
- Roth IRAs
- Retirement Plan Limits
- Withdrawing Before Age 59.5
- Tax Deductions
- Tax Strategies for Retirement Plans
- Exchange-Traded Funds
- Diversification
- Bonds
- Stock Indexes
- Mutual Funds vs. Stocks
- Asset Allocation
- 529 Plans
- Cash Management Basics
- Doubling Your Money
- Cash Management Tools
- Money Market Funds
- Managing Cash
- Smart Financing Ideas
- College Financial Aid
- Savings Alternatives
- Effects of Inflation
- Home Equity Loans
- Why Purchase Life Insurance
- Property and Casualty Insurance
- Life Insurance for Business Owners
- Disability Income Insurance for Business Owners
- Term Life 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
-
Videos
- Should You Pay Off Debt or Save for Retirement?
- Should You Sell When the Market Drops?
- Inflation: The Sneaky Thief
- How Pre-Tax Contributions Affect Your Paycheck
- Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
- Financial Planning: Helping You See the Big Picture
- Stocks and Stock Mutual Funds 101
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Do You Know Who Your Beneficiaries Are?
-
Glossary
-
Quote Requests
-
Market Watch
-
Flipbooks