Newsletters

March

• HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

  Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

• Key Retirement and Tax Numbers for 2021

  IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

• Are Value Stocks Poised for a Comeback?

  Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.

• Home Sweet Home Equity

  Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.

• Asset Protection: Make Sure Your Umbrella Is Big Enough

  While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.

• Is Your Home Office Also a Tax Shelter?

  This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.

February

• HOT TOPIC: Pandemic Relief Measures and Your Tax Return

  This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.

• Sequence Risk: Preparing to Retire in a Down Market

  This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.

• Watch Out for These Financial Pitfalls in the New Year

  Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.

• New Fed Policy Suggests Low Rates for the Long Term

  The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.

• When You Can’t Speak for Yourself

  Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.

• Big Data for Smaller Players

  Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.

April

• Early Retirement and Your Tax-Deferred Savings

  Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

• Living Benefits Can Help Counter Retirement Risks

  Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.