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Newsletters
- HOT TOPIC: The Coronavirus and the Global Economy
- Stay-at-Home Spouse? Consider a Spousal IRA
- Three Lessons from Retirees
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- Behavioral Biases That Can Lead to Costly Mistakes
- Classifying Workers: Know the Rules and Risks
- HOT TOPIC: The SECURE Act and Your Retirement Savings
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- HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
- Give and Receive with a Charitable Remainder Trust
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- Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
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- A New Option for Providing Health Coverage in 2020
- HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
- Three Regrets of Retirees
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- 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
- Steps to Help Lower Capital Gains Taxes
- Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
- Could Employee Ownership Be Part of Your Succession Plan?
- Caught in the Middle: The Sandwich Generation
- Consider REITs for Income and Diversification
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- Indexed Annuities: Growth Potential with Downside Protection
- New Study Finds Widespread Job Loss After 50
- Calculating Key Financial Ratios
- A Steady Strategy in Turbulent Times
- College Savings: Roth or 529 Plan?
- Avoiding Probate with a Transfer-on-Death Deed
- Interest Rates and the Economy
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- Bonds Can Offer Stability Even with Rising Rates
- SRI Investing: Not Just for Stocks
- Be Aware of Observation Care
- Retirement Planning: How Secure Is Social Security?
- Watch Out for Scams That Target Businesses
- 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
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Research Articles
- Outlook 2020 Printer-Friendly
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- Outlook 2020 Client Letter
- Outlook 2020: Bringing Markets into Focus
- 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 | March 30, 2020
- Weekly Market Commentary | March 23, 2020
- Weekly Market Commentary | March 16, 2020
- Weekly Market Commentary | March 9, 2020
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- Weekly Market Commentary | February 24, 2020
- Weekly Market Commentary | February 18, 2020
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- Weekly Market Commentary | January 27, 2020
- Weekly Market Commentary | January 13, 2020
- Weekly Market Commentary | January 6, 2020
- Weekly Market Commentary | December 30, 2019
- Weekly Market Commentary | December 23, 2019
- Weekly Market Commentary | December 16, 2019
- Weekly Market Commentary | Week of December 2, 2019
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- Weekly Market Commentary | September 30, 2019
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- Weekly Market Commentary | Week of August 12, 2019
- Weekly Market Commentary | August 5, 2019
- Weekly Economic Commentary | August 5, 2019
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- Weekly Market Commentary | July 15, 2019
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- 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
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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
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- Weekly Economic Commentary | March 11, 2019
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- Weekly Market Commentary | February 11, 2019
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- Weekly Economic Commentary | Week of Jan 28, 2019
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- Weekly Market Commentary | January 14, 2019
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- Weekly Economic Commentary | Week of December 31, 2018
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- Weekly Market Commentary | December 10, 2018
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- Weekly Economic Commentary | October 8, 2018
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- Weekly Economic Commentary | Week of September 10, 2018
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- Weekly Economic Commentary | Week of September 3, 2018
- Weekly Market Commentary | September 4, 2018
- Estate Planning
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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
- Bonds and Bond Mutual Funds 101
- The Pros and Cons of a Big Tax Refund
- Are Your Investment Decisions Influenced by Emotions?
- Should You Consider a Health Savings Account?
- 6 Reasons to Work with a Financial Professional
- The Sandwich Generation: Caught in the Middle
- Women and Money: Taking Charge of Your Financial Future
- The Latte Habit
- What Is Investment Risk?
- Do You Know Who Your Beneficiaries Are?
- What Would Happen to Your Estate?
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