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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.