Category: Newsletters

Rising Inflation: Where Will It Go from Here? In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous…

High-Frequency Indicators: Where to Look for Signs of Recovery Since the pandemic began, disruptions in business activity have varied greatly from region to region, and often from one week to the next,…

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. At the end of 2019, almost $4.4 trillion…

Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program : the official name of Social Security : from birth…

Your ability to earn an income may be your most valuable asset. So how would you meet your financial obligations if you became sick or injured and couldn’t work? It might be…

As hundreds of companies race to develop vaccines and drug therapies that could help end the COVID-19 pandemic, news reports on successful or failed trials affect individual stock prices and can trigger…

There are around 41 million family caregivers in the United States providing an estimated 34 billion hours of care to adults with limitations in daily activities. The estimated annual value of this…

About 80 million Americans actively participate in employer-sponsored defined contribution plans such as 401(k), 403(b), and 457(b) plans.1 If you are among this group, you’ve taken a big step on the road…

If you own your own business, you typically don’t have taxes withheld from every paycheck, so Uncle Sam wants you to pay estimated taxes in four installments. Normally, these payments are due…

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office became more important than ever in 2020,…

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may…

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two. What Is a Will?…

Many people who work for small businesses don’t have access to retirement benefits. The SECURE Act includes provisions that could make it easier and more affordable for business owners to provide retirement…

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key…

Buying a home is a long-term commitment, so it’s not surprising that older Americans are much more likely than younger people to own their homes “free and clear” (see chart). If you…

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something…

You may already have insurance to help support your family financially if you should pass away. But could your small business benefit from additional life insurance that would protect your employees, business…

After its meeting on August 27, 2020, the Federal Open Market Committee (FOMC) announced a new approach to controlling inflation through the benchmark federal funds rate. While affirming that it considers a…

Many large companies use advanced technology and expertise to capture and analyze data as they look for ways to improve business efficiency and customer interaction. Fortunately, a growing field of user-friendly software…

It’s not pleasant to think about the possibility of being unable to make your own medical or financial decisions. But taking the time to express your wishes in advance could help ensure…