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.

Retirement

  • SEP IRAs

    A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee’s IRA.

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Tax Planning

Investing

  • Growth Stocks vs. Value Stocks

    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.