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Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Cash Management

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Cash Management

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

Cash Management

Short-term cash management instruments can help you establish a sound cash management program.

Cash Management

Here are some smart ways to refinance your home.

Cash Management

There are numerous investment alternatives available to help provide liquidity.

Cash Management

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Estates & Trusts

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Investing

An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Investing

Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Investing

A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

Investing

Starting to invest early for college and remaining consistent can help investors reach their goals.

Investing

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Retirement

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Retirement

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Retirement

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Risk Management

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Risk Management

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Risk Management

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

Tax Planning

There can be a substantial benefit to deferring taxes as long as possible.

Tax Planning

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

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