January 2023 Newsletter Topics

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.

January 2023

• HOT TOPIC: Is the Yield Curve Signaling a Recession?

  An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.

• Stretch IRA Alternatives

  The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

• A 529 Plan Can Help Jump Start Your College Fund

  Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

• Tips for Safe Online Shopping

  This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.

• Taking Control of Your Retirement Savings

  Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.

• Naming a Trusted Contact

  It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

December 2022 Newsletter Topics

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.

December

• HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

  Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.

• Sectors: Overweight, Underweight, or Just Right?

  Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.

• Is It Time to Buy an Electric Vehicle?

  The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.

• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

  IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

• Talk About These Money Matters Before the Wedding

  Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.

• Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

  This article discusses the most common and costly types of scams, and how would-be victims can spot them.

Hot Topic - Economy In A Recession?

 In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and there is little consensus among economists as to whether a recession has begun or may be coming soon.2