Newsletters

September

• HOT TOPIC: The Bull Is Back... Will It Keep Charging?

  The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?

• Could You Be Responsible for Your Parents’ Nursing Home Bills?

  Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.

• Survivor Benefits Provide a Financial Lifeline

  Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.

• Consider Market Caps for Diversification

  2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

• Student Loan Stress? These Plans Might Help

  This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.

• Why Family Businesses Should Have Succession Plans

  Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

August

• Consider a Roth Conversion for Tax-Free Income

  Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

• Turbulent Times: Bear Markets Come and Go

  A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

July

• Mid-Year Is a Great Time to Fine-Tune Your Finances

  The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.