Newsletters
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
November
November
November
November
February
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
February
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
February
Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Read a Good Beige Book Lately?
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Read a Good Beige Book Lately?
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
Read a Good Beige Book Lately?
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
April
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
Breaking Down the Numbers: The Soaring U.S. National Debt
As of December 2024, the U.S. national debt was a record $36.17 trillion, while the 2024 deficit of $1.83 trillion was the third highest on record.
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
April
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
Breaking Down the Numbers: The Soaring U.S. National Debt
As of December 2024, the U.S. national debt was a record $36.17 trillion, while the 2024 deficit of $1.83 trillion was the third highest on record.
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
April
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
Breaking Down the Numbers: The Soaring U.S. National Debt
As of December 2024, the U.S. national debt was a record $36.17 trillion, while the 2024 deficit of $1.83 trillion was the third highest on record.
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
April
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
Breaking Down the Numbers: The Soaring U.S. National Debt
As of December 2024, the U.S. national debt was a record $36.17 trillion, while the 2024 deficit of $1.83 trillion was the third highest on record.
Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.