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Associates

• Anthony C. Rosso
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E-Seminars

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
• Signs of a Scam…and How to Resist It
• Child Tax Credit for 2021: Will You Get More?
• A More Affordable Life Insurance Solution
• Following the Inflation Debate
• What a Relief! Congress Acts Against Surprise Medical Bills
• HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
• Don’t Let Debt Derail Your Retirement
• International Investing: Opportunity Overseas?
• Concerned About Inflation? Consider TIPS
• Company Stock and Your Retirement Strategy
• Crisis Averted? Financial Help for Struggling Renters and Landlords
• HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
• Considerations When Making Gifts to Children
• A Steady Strategy
• Pension or Lump Sum: Which Should You Choose?
• Stock Market Risks in the Spotlight
• Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
• HOT TOPIC: Shortages and Bottlenecks Expose Weak Links in U.S. Supply Chains
• New Changes to College Financial Aid and Education Tax Benefits
• How Well Do You Understand Retirement Plan Rules?
• Is the Medicare Donut Hole Really Closed?
• Corporate Debt: Are Juicier Yields Worth the Extra Risk?
• Your Business: New Rules for Writing Off Restaurant Meals
• HOT TOPIC: Rising Inflation: Where Will It Go from Here?
• Real Estate for Income and Diversification
• Five Tips to Follow When Applying for a Mortgage
• Social Security Spousal Benefits
• Portfolios Get Personal: Growing Interest in Socially Responsible Investing
• Your Business: Minimum-Wage Laws in the Spotlight
• HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
• A Financial Wellness Plan Can Help Pave the Road to Retirement
• Four Things Investors Should Know About Stock Splits
• All-in-One Funds: Targeting Time or Risk?
• Working While Receiving Social Security Benefits
• Your Business: Reasons to Keep Personal and Business Finances Separate
• HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?
• Key Retirement and Tax Numbers for 2021
• Are Value Stocks Poised for a Comeback?
• Home Sweet Home Equity
• Asset Protection: Make Sure Your Umbrella Is Big Enough
• Is Your Home Office Also a Tax Shelter?
• HOT TOPIC: Pandemic Relief Measures and Your Tax Return
• Sequence Risk: Preparing to Retire in a Down Market
• Watch Out for These Financial Pitfalls in the New Year
• New Fed Policy Suggests Low Rates for the Long Term
• When You Can’t Speak for Yourself
• Big Data for Smaller Players
• HOT TOPIC: Revisiting the 4% Rule
• Five Tips to Regain Your Retirement Savings Focus in 2021
• Money Market Funds in a Low Rate Environment
• Prepare Your Finances for the Next Emergency
• Gift vs. Inheritance: Consider the Tax Difference
• Take Advantage of Deductions for Business Investments
• Should You Pay Off Student Loans Early or Save More for Retirement?
• Putting Your Nest Egg in Three Baskets
• Full House: Adult Children Coming Home
• Income Investors May Find Closed-End Funds on Sale
• Your Business: Could You Benefit from a Roth Conversion in 2020?
• Five Investment Tasks to Tackle by Year-End
• Three Questions to Consider During Open Enrollment
• Passive, Active, or Both?
• Your Estate: Have You Looked at These Legal Documents Lately?
• Four Steps to Rebuilding Your Business
• Return of Premium Life Insurance: Protection and Cash Back
• Accumulating Funds for Short-Term Goals
• Investing in UITs
• Business Cycle Basics: Recessions Begin and End Before We Know It
• Insurance to Help Protect Your Business from Lawsuits

Research Articles

• Outlook 2020 Printer-Friendly
• Outlook 2020 Executive Summary
• Outlook 2020 Client Letter
• Outlook 2020: Bringing Markets into Focus
• Outlook 2019: Institutional Publication
• Outlook 2019: FUNDAMENTAL (spreads)
• Outlook 2019: FUNDAMENTAL (printer-friendly)
• Outlook 2019 | Client Letter by John Lynch
• Client Letter: Stocks Warm Up In January | February 7, 2019
• Client Letter: "A New Year’s Perspective" by John Lynch
• Client Letter: "Recent Market Volatility" by John Lynch
• Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
• Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
• Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
• Client Letter: Plenty of Positives | John Lynch | September 6, 2018
• Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
• Portfolio Compass | February 20, 2019
• Portfolio Compass | January 16, 2019
• Portfolio Compass | December 19, 2018
• Portfolio Compass | November 14, 2018
• Portfolio Compass | October 17, 2018
• Portfolio Compass | September 19, 2018
• Portfolio Compass | August 15, 2018
• Portfolio Compass | July 19, 2018
• Portfolio Compass | June 13, 2018
• Portfolio Compass | May 16, 2018
• Portfolio Compass | April 18, 2018
• Weekly Market Commentary | September 13, 2021
• Weekly Market Commentary | August 30, 2021
• Weekly Market Commentary - September 20, 2021
• Weekly Market Commentary | August 23, 2021
• Weekly Market Commentary | August 16, 2021
• Weekly Market Commentary | August 9, 2021
• Weekly Market Commentary | August 2, 2021
• Weekly Market Commentary | July 26, 2021
• Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
• Midyear Outlook 2021 - Social Sharing Guide
• Midyear Outlook 2021 - Client Letter
• Midyear Outlook 2021 - Picking Up Speed
• Weekly Market Commentary | July 12, 2021
• Weekly Market Commentary | June 28, 2021
• Weekly Market Commentary | June 21, 2021
• Weekly Market Commentary | June 14, 2021
• Weekly Market Commentary | June 7, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 24, 2021
• Weekly Market Commentary | May 17, 2021
• Weekly Market Commentary | May 10, 2021
• Weekly Market Commentary May 3, 2021
• Weekly Market Commentary | April 26, 2021
• Weekly Market Commentary | April 19, 2021
• Weekly Market Commentary | April 12, 2021
• Weekly Market Commentary | April 5, 2021
• Weekly Market Commentary | March 29, 2021
• Outlook 2021: Powering Forward
• Weekly Market Commentary | March 22, 2021
• Weekly Market Commentary | March 15, 2021
• Weekly Market Commentary | March 8, 2021
• Weekly Market Commentary | March 1, 2021
• Weekly Market Commentary | February 22, 2021
• Weekly Market Commentary | February 16, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 8, 2021
• Weekly Market Commentary | February 1, 2021
• Weekly Market Commentary | January 25, 2021
• Weekly Market Commentary | January 19, 2021
• Weekly Market Commentary | January 11, 2021
• Weekly Market Commentary - January 4, 2021
• Weekly Market Commentary | December 21, 2020
• Weekly Market Commentary | December 14, 2020
• Weekly Market Commentary | December 7, 2020
• Weekly Market Commentary | November 30, 2020
• Weekly Market Commentary | November 23, 2020
• Weekly Market Commentary | November 16, 2020
• Weekly Market Commentary | November 9, 2020
• Weekly Market Commentary | November 2, 2020
• Weekly Market Commentary | October 26, 2020
• Weekly Market Commentary | October 19. 2020
• Weekly Market Commentary - October 12, 2020
• Weekly Market Commentary | October 5, 2020
• Weekly Market Commentary | September 28, 2020
• Weekly Market Commentary | September 21, 2020
• Weekly Market Commentary | September 14, 2020
• Weekly Market Commentary | September 8, 2020
• Weekly Market Commentary | August 31, 2020
• Weekly Market Commentary | August 24, 2020
• Weekly Market Commentary | August 17, 2020
• Weekly Market Commentary | August 10, 2020
• Weekly Market Commentary | August 8, 2020
• Weekly Market Commentary | July 27, 2020
• Weekly Market Commentary | July 20, 2020
• Weekly Market Commentary | July 6, 2020
• Weekly Market Commentary | June 29, 2020
• Weekly Market Commentary | June 22, 2020
• Weekly Market Commentary | June 15, 2020
• Weekly Market Commentary | June 8, 2020
• Weekly Market Commentary | June 1, 2020
• Weekly Market Commentary | May 18, 2020
• Weekly Market Commentary | April 27, 2020
• Weekly Market Commentary | April 13, 2020
• Weekly Market Commentary | May 4, 2020
• Weekly Market Commentary | April 20, 2020
• Weekly Market Commentary | April 6, 2020
• Weekly Market Commentary | March 30, 2020
• Weekly Market Commentary | March 23, 2020
• Weekly Market Commentary | March 16, 2020
• Weekly Market Commentary | March 9, 2020
• Weekly Market Commentary | March 2, 2020
• Weekly Market Commentary | February 24, 2020
• Weekly Market Commentary | February 18, 2020
• Weekly Market Commentary | February 3, 2020
• Weekly Market Commentary | January 27, 2020
• Weekly Market Commentary | January 13, 2020
• Weekly Market Commentary | January 6, 2020
• Weekly Market Commentary | December 30, 2019
• Weekly Market Commentary | December 23, 2019
• Weekly Market Commentary | December 16, 2019
• Weekly Market Commentary | Week of December 2, 2019
• Weekly Market Commentary | Week of November 25, 2019
• Weekly Market Commentary | Week of November 18, 2019
• Weekly Market Commentary | November 11, 2019
• Weekly Market Commentary | Week of October 28, 2019
• Weekly Market Commentary | Week of October 21, 2019
• Weekly Market Commentary | Week of October 14, 2019
• Weekly Market Commentary | Week of October 7, 2019
• Weekly Market Commentary | September 30, 2019
• Weekly Market Commentary | Week of September 23, 2019
• Weekly Market Commentary | Week of September 16, 2019
• Weekly Market Commentary | Week of September 9, 2019
• Weekly Market Commentary | Week of September 3, 2019
• Weekly Market Commentary | Week of August 26, 2019
• Weekly Market Commentary | August 19, 2019
• Weekly Market Commentary | Week of August 12, 2019
• Weekly Market Commentary | August 5, 2019
• Weekly Market Commentary | July 29, 2019
• Weekly Market Commentary | Week of July 22, 2019
• Weekly Market Commentary | July 22, 2019
• Weekly Market Commentary | July 15, 2019
• Weekly Market Commentary | July 8, 2019
• Weekly Economic Commentary | July 8, 2019
• Weekly Market Commentary | July 1, 2019
• Weekly Market Commentary | June 17, 2019
• Weekly Economic Commentary | June 17, 2019
• Weekly Economic Commentary | June 10, 2019
• Weekly Market Commentary | June 10, 2019
• Weekly Market Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of June 3, 2019
• Weekly Economic Commentary | Week of May 20, 2019
• Weekly Market Commentary | Week of May 20, 2019
• Weekly Economic Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 27, 2019
• Weekly Market Commentary | Week of May 13, 2019
• Weekly Economic Commentary | May 13, 2019
• Weekly Market Commentary | May 6, 2019
• Weekly Economic Commentary | May 6, 2019
• Weekly Market Commentary | April 29, 2019
• Weekly Market Commentary | Week of April 22, 2019
• Weekly Market Commentary | April 15, 2019
• Weekly Market Commentary | April 8, 2019
• Weekly Economic Commentary | March 11, 2019
• Weekly Market Commentary | March 4, 2019
• Weekly Market Commentary | February 25, 2019
• Weekly Economic Commentary | Week of Feb 19, 2019
• Weekly Market Commentary | February 19, 2019
• Weekly Market Commentary | February 11, 2019
• Weekly Economic Commentary | Week of February 4, 2019
• Weekly Market Commentary | February 4, 2019
• Weekly Economic Commentary | Week of Jan 28, 2019
• Weekly Market Commentary | January 28, 2019
• Weekly Market Commentary | January 22, 2019
• Weekly Economic Commentary | Week of Jan 21, 2019
• Weekly Market Commentary | January 14, 2019
• Weekly Economic Commentary | Week of Jan 14, 2019
• Weekly Economic Commentary | Week of Jan 7, 2019
• Weekly Market Commentary | January 7, 2019
• Weekly Economic Commentary | Week of December 31, 2018
• Weekly Market Commentary | December 31, 2018
• Weekly Market Commentary | December 10, 2018
• Weekly Economic Commentary | Week of Dec 10, 2018
• Weekly Market Commentary | December 3, 2018
• Weekly Economic Commentary | Week of Dec 3, 2018
• Weekly Economic Commentary | Week of Nov 26, 2018
• Weekly Market Commentary | November 26, 2018
• Weekly Economic Commentary | Week of Nov 12, 2018
• Weekly Market Commentary | November 12, 2018
• Weekly Economic Commentary | Week of Nov 5, 2018
• Weekly Market Commentary | November 5, 2018
• Weekly Market Commentary | October 29, 2018
• Weekly Economic Commentary | Week of Oct 29, 2018
• Weekly Economic Commentary | Week of Oct 22, 2018
• Weekly Market Commentary | October 22, 2018
• Weekly Economic Commentary | Week of Oct 15, 2018
• Weekly Market Commentary | October 15, 2018
• Weekly Economic Commentary | October 8, 2018
• Weekly Market Commentary | October 8, 2018
• Weekly Market Commentary | October 1, 2018
• Weekly Economic Commentary | Week of October 1, 2018
• Weekly Economic Commentary | Week of September 24, 2018
• Weekly Market Commentary | September 24, 2018
• Weekly Economic Commentary | Week of September 17, 2018
• Weekly Market Commentary | September 18, 2018
• Weekly Economic Commentary | Week of September 10, 2018
• Weekly Market Commentary | September 10, 2018
• Weekly Economic Commentary | Week of September 3, 2018
• Weekly Market Commentary | September 4, 2018
• Weekly Economic Commentary | Week of August 27, 2018
• Weekly Market Commentary | August 27, 2018
• Weekly Economic Commentary | Week of August 20, 2018
• Weekly Market Commentary | August 20, 2018
• Weekly Market Commentary | August 13, 2018
• Weekly Economic Commentary | Week of August 13, 2018
• Weekly Market Commentary | August 6, 2018
• Weekly Economic Commentary | Week of August 6, 2018
• Weekly Economic Commentary | Week of July 30, 2018
• Weekly Market Commentary | July 30, 2018
• Weekly Economic Commentary | Week of July 23, 2018
• Weekly Market Commentary | July 16, 2018
• Weekly Economic Commentary | Week of July 16, 2018
• Weekly Economic Commentary | Week of June 25, 2018
• Weekly Market Commentary | June 25, 2018
• Weekly Economic Commentary | Weekof June 18, 2018
• Weekly Market Commentary | June 18, 2018
• Weekly Economic Commentary | Week of June 11, 2018
• Weekly Market Commentary | June 11, 2018
• Weekly Economic Commentary | Week of June 4, 2018
• Weekly Economic Commentary | Week of May 29, 2018
• Weekly Economic Commentary | Week of May 21, 2018
• Weekly Economic Commentary | Week of May14, 2018
• Weekly Economic Commentary | Week of May 7, 2018
• What Key Estate Planning Tools Should I Know About?
• How Can a Living Trust Help Me Control My Estate?
• What Are the Pitfalls of Probate?
• How Can My Gift Benefit Me and the Charity?
• How Can I Control the Distribution of My Estate?
• How Will I Pay Estate Taxes?
• Can I Benefit from an A-B Trust?
• What Gifting Strategies Are Available to Me?
• How Can I Benefit from a Charitable Lead Trust?
• How Can I Benefit from a Charitable Remainder Trust?
• How Can I Benefit from a Wealth Replacement Trust?
• Could My Family Benefit from a Family Limited Partnership?
• What Is the Best Form of Property Ownership for Me?
• History of the Federal Estate Tax
• What Is a SIMPLE?
• What Is a Roth 401(k)?
• What Is a Profit-Sharing Plan?
• What Is a Money Purchase Pension Plan?
• What Is a 403(b) Plan?
• Why Do People Buy Annuities?
• What Is a Split-Annuity Strategy?
• What Are Annuity Living Benefits?
• How Much Do I Need to Save?
• A New Chapter for Retirement
• What Is a 1035 Exchange?
• Unforgettable Birthdays
• Don’t Bank Your Retirement on Your Business
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• Social Security Income
• What Is a Self-Employed Retirement Plan?
• What Is an Indexed Annuity?
• Retirement Plan Distributions
• What Is a Traditional IRA?
• What Is a 401(k) Plan?
• How Should I Manage My Retirement Plan?
• Save Now or Save Later?
• What Is a Roth IRA?
• What Is the Capital Gain Tax?
• What Is the Estate Tax?
• What Is the Gift Tax?
• How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
• What Is a Required Minimum Distribution?
• What Are the Tax Benefits of Charitable Trusts?
• When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
• What Is Tax Deferral?
• How Can I Benefit from Tax-Advantaged Investments?
• What Tax Deductions Are Still Available to Me?
• What Tax-Advantaged Alternatives Do I Have?
• What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
• Is There Such a Thing as a Tax-Free Investment?
• How Can I Keep More of My Mutual Fund Profits?
• How Can I Upgrade My Insurance — Tax-Free?
• What Are Dividends?
• What Is an Exchange-Traded Fund?
• Growth Stocks vs. Value Stocks
• How Are Mutual Funds Taxed?
• What Is Stock?
• What Are Zero-Coupon Bonds?
• What Is Diversification?
• What Types of Bonds Are Available?
• What Is a Bond?
• What Do Bond Ratings Mean?
• What Is a Stock Index?
• How Do Mutual Funds and Stocks Differ?
• What Is a Mutual Fund?
• What Is a Closed-End Fund?
• What Is a Mutual Fund Load?
• What Is an Annuity?
• What Is the Difference Between a Fixed Annuity and a Variable Annuity?
• What Investment Risks Should I Know About?
• What Are the Different Classes of Assets?
• What Is Asset Allocation?
• How Can I Save for My Child’s College Education?
• What College Investment Options Do I Have?
• What Stock and Bond Investing Alternatives Do I Have?
• What Is Dollar-Cost Averaging?
• 529 Lesson Plan: High Scores for 529 Plans
• What Are Some Tips for Managing My Money?
• How Long Will It Take to Double My Money?
• What Cash Management Tools Are Available?
• How Do Money Market Mutual Funds Work?
• How Can I Better Manage My Short-Term Cash?
• What Advantages Does a Biweekly Mortgage Offer?
• What Are Some Smart Ways to Refinance?
• What About Financial Aid for College?
• What Savings Alternatives Are Available?
• How Does Inflation Affect Me?
• Is a Home Equity Loan or Line of Credit Right for Me?
• Why Purchase Life Insurance?
• Why Are Annuities Considered an Insurance Product?
• What Is Property and Casualty Insurance?
• Do I Need a Business Owner Policy?
• Life Insurance for Business Owners
• What Is Split-Dollar Life Insurance?
• What Is Last-Survivor Life Insurance?
• Disability Income Insurance for Business Owners
• What Is Term Life Insurance?
• What Is Whole Life Insurance?
• What Is Universal Life Insurance?
• What Is Variable Life Insurance?
• What Are the Main Types of Auto Insurance?
• Making a Property Insurance Claim
• How Can I Maximize My Insurance Benefits?
• How Can I Insure My Future?
• How Can I Protect My Home?
• Do I Need Disability Income Insurance?
• What Types of Health Coverage Are Available?
• How Can I Extend My Liability Coverage?
• What Is the Difference Between an HMO and a PPO?
• How Can I Determine the Financial Strength of My Insurance Company?
• Am I Prepared for Long-Term Care Expenses?
• What Does Medicare Cover?
• What Are the Basic Types of Life Insurance?

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?

Glossary

Quote Requests

• Annuity
• Long-Term Care Insurance
• Life Insurance
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Flipbooks