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Newsletters
- HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
- Protection to Help Your Family
- Five Money Issues to Talk About Before the Wedding
- What Medicare Won’t Cover
- Index Update: Shifting Sectors Reflect Social Change
- Coping with a Labor Shortage
- HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
- Sticker Shock May Drive Consumers to Used Cars
- Risk Tolerance: Stress-Test Your Portfolio…and Yourself
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- HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy
- Caught in the Middle: The Sandwich Generation
- Consider REITs for Income and Diversification
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- A Quick and Dirty Guide to Credit
- HOT TOPIC: All Eyes on the U.S. Economy as It Caps Off Decade of Growth
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- HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
- A Steady Strategy in Turbulent Times
- College Savings: Roth or 529 Plan?
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- HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
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- Be Aware of Observation Care
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- HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019
- Do You Need a Power of Attorney?
- Why Americans Are Eating Out Less Than Ever
- Trusts Offer More Than Estate Tax Protection
- Considering Preferreds? Proceed with Caution
- Clarifying Tax Deductions for Meals and Entertainment
- HOT TOPIC: Keeping an Eye on Corporate Debt
- Taking a Team Approach to Retirement Savings
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- Bridging the Gap Between Retirement and Medicare Eligibility
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- Need to Tap Your 401(k)? Proceed with Care
- Looking Back, Looking Ahead
- Getting Real About Retirement
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- Consider a Customized Disability Policy
- Technology Trend: How Blockchain Could Impact the Future
- Some Small Companies Facing Tariff Troubles
- Competing Goals: Pay Off Student Loans or Save for Retirement?
- Low-Volatility Strategies for a Less Stressful Ride
- Know Your Mutual Funds
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- Weighing a Wider Range of Health Plan Options
- Is a Roth 401(k) Right for You?
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- Help with College: A Gift for Your Grandkids
- Reviewing Business Structure in Light of Tax Changes
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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 October 21, 2019
- Weekly Market Commentary | Week of October 14, 2019
- Weekly Market Commentary | Week of October 7, 2019
- Weekly Market Commentary | September 30, 2019
- Weekly Market Commentary | Week of September 23, 2019
- Weekly Market Commentary | Week of September 16, 2019
- 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
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- Weekly Economic Commentary | Week of May 27, 2019
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- Weekly Market Commentary | Week of May 13, 2019
- Weekly Economic Commentary | May 13, 2019
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- Weekly Market Commentary | April 29, 2019
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- 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
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- Weekly Market Commentary | December 10, 2018
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- Weekly Market Commentary | December 3, 2018
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- Weekly Economic Commentary | Week of Nov 26, 2018
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- Weekly Economic Commentary | Week of Nov 12, 2018
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- Weekly Economic Commentary | Week of Nov 5, 2018
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- Weekly Market Commentary | October 29, 2018
- Weekly Economic Commentary | Week of Oct 29, 2018
- Weekly Economic Commentary | Week of Oct 22, 2018
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- Weekly Economic Commentary | Week of Oct 15, 2018
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- Weekly Economic Commentary | October 8, 2018
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- Weekly Market Commentary | October 1, 2018
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- 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
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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
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- Do You Know Who Your Beneficiaries Are?
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