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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.

Estates & Trusts

Retirement

  • What Is a 1035 Exchange?

    A Section 1035 exchange is a tax-free exchange of an existing annuity contract or life insurance policy for a new one.

  • Save Now or Save Later?

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Investing

  • What Is a Stock Index?

    Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

  • What Is an Annuity?

    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.

Cash Management

  • How Does Inflation Affect Me?

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

Risk Management