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• Articles

  • Cash Management

    • Cash Management Basics
    • Doubling Your Money
    • Cash Management Tools
    • Money Market Funds
    • Managing Cash
    • Biweekly Mortgages
    • Smart Financing Ideas
    • College Financial Aid
    • Savings Alternatives
    • Effects of Inflation
    • Home Equity Loans

  • Client Letters

    • 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

  • Estates & Trusts

    • Estate Planning
    • Living Trusts
    • Avoiding Probate
    • Charitable Giving
    • Controlling the Distribution
    • Paying Estate Taxes
    • Benefits of A-B Trusts
    • Gifting Strategies
    • Charitable Lead Trusts
    • Charitable Remainder Trusts
    • Wealth Replacement Trusts
    • Family Limited Partnerships
    • Property Ownership
    • History of the Federal Estate Tax

  • Investing

    • Dividends
    • Exchange-Traded Funds
    • Growth Stocks vs. Value Stocks
    • Mutual Fund Taxes
    • Stock
    • Zero-Coupon Bonds
    • Diversification
    • Types of Bonds
    • Bonds
    • Bond Ratings
    • Stock Indexes
    • Mutual Funds vs. Stocks
    • Mutual Funds
    • Closed-End Funds
    • Mutual Fund Loads
    • Annuities
    • Fixed vs. Variable Annuities
    • Investment Risks
    • Asset Classes
    • Asset Allocation
    • College Savings Plans
    • College Investment Options
    • Stock and Bond Investing Alternatives
    • Dollar-Cost Averaging
    • 529 Plans

  • Market Commentary

    • 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 Economic Commentary | August 5, 2019
    • Weekly Market Commentary | July 29, 2019
    • Weekly Economic Commentary | July 29, 2019
    • Weekly Market Commentary | Week of July 22, 2019
    • Weekly Economic Commentary | July 22, 2019
    • Weekly Market Commentary | July 22, 2019
    • Weekly Market Commentary | July 15, 2019
    • Weekly Economic Commentary | July 15, 2019
    • Weekly Market Commentary | July 8, 2019
    • Weekly Economic Commentary | July 8, 2019
    • Weekly Market Commentary | July 1, 2019
    • Weekly Economic Commentary | July 1, 2019
    • Midyear Outlook 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 Economic Commentary | April 29, 2019
    • Weekly Market Commentary | Week of April 22, 2019
    • Weekly Market Commentary | April 15, 2019
    • Weekly Economic 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

  • Outlook

    • 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

  • Portfolio Compass

    • 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

  • Retirement

    • SIMPLE Plans
    • Roth 401(k)
    • Profit-Sharing Plans
    • Money Purchase Pension Plans
    • 403(b) Plans
    • Why Purchase Annuities
    • Split-Annuity Strategy
    • Annuity Living Benefits
    • How Much Do I Need to Save?
    • A New Chapter for Retirement
    • 1035 Exchanges
    • Unforgettable Birthdays
    • Your Business and Retirement
    • Planning Options
    • Future of Social Security
    • Social Security Income
    • Self-Employed Retirement Plans
    • Indexed Annuities
    • Retirement Plan Distributions
    • Traditional IRAs
    • 401(k) Plans
    • Managing Retirement Plans
    • Save Now or Save Later
    • Roth IRAs

  • Risk Management

    • Why Purchase Life Insurance
    • Annuities as an Insurance Product
    • Property and Casualty Insurance
    • Business Owner Policies
    • Life Insurance for Business Owners
    • Split-Dollar Life Insurance
    • Last-Survivor Life Insurance
    • Disability Income Insurance for Business Owners
    • Term Life Insurance
    • Whole Life Insurance
    • Universal Life Insurance
    • Variable Life Insurance
    • Auto Insurance
    • Insurance Claims
    • Maximizing Your Insurance Benefits
    • Insuring Your Future
    • Protecting Your Home
    • Assessing Disability Income Insurance
    • Types of Health Coverage
    • Additional Liability Coverage
    • HMOs and PPOs
    • Evaluating Insurance Companies
    • Long-Term Care Costs
    • Medicare Coverage
    • Types of Life Insurance

  • Tax Planning

    • Capital Gain Tax
    • Estate Tax
    • Gift Tax
    • Retirement Plan Limits
    • Required Minimum Distributions
    • Charitable Trust Tax Benefits
    • Retirement Plan Taxes
    • Withdrawing Before Age 59.5
    • Tax Deferral
    • Tax-Advantaged Investments
    • Tax Deductions
    • Tax-Advantaged Alternatives
    • Tax Strategies for Retirement Plans
    • Tax-Free Investments
    • Mutual Fund Profits
    • Tax-Free Insurance Upgrades

• Newsletters

  • March

    • HOT TOPIC: The Coronavirus and the Global Economy
    • Stay-at-Home Spouse? Consider a Spousal IRA
    • Three Lessons from Retirees
    • Five Red Flags That Raise the Odds of an Audit
    • Behavioral Biases That Can Lead to Costly Mistakes
    • Classifying Workers: Know the Rules and Risks

  • February

    • HOT TOPIC: The SECURE Act and Your Retirement Savings
    • Three Generations of Retirement Strategies
    • Do Target-Date Funds Hit the Bull’s-Eye for You?
    • Retirement Savings: Traditional, Roth, or Both?
    • Municipal Bonds
    • What Is Cyber Insurance, and Do You Need It?

  • January

    • HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
    • Give and Receive with a Charitable Remainder Trust
    • Running with the Dogs
    • Rain, Sleet, Snow — and Lawsuits?
    • Business or Hobby? It’s All About Taxes
    • Is It Time to Step Up Your Digital Marketing?

  • December

    • Hot Topic: The Ag Economy: Tough Times for Farmers in 2019
    • Online Shopping Tips
    • What’s Required of the Executor of an Estate?
    • Prices and the Economy
    • Qualified Charitable Distributions
    • A New Option for Providing Health Coverage in 2020

  • November

    • HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?
    • Three Regrets of Retirees
    • Medicare Open Enrollment
    • Closed-End Funds May Offer Higher Income
    • Taming Investment Taxes
    • Retirement Plans for the Self-Employed Dangle Tax Benefits

  • October

    • HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
    • Protection to Help Your Family
    • Five Money Issues to Talk About Before the Wedding
    • What Medicare Won’t Cover
    • Index Update: Shifting Sectors Reflect Social Change
    • Coping with a Labor Shortage

  • September

    • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
    • Sticker Shock May Drive Consumers to Used Cars
    • Risk Tolerance: Stress-Test Your Portfolio…and Yourself
    • Steps to Help Lower Capital Gains Taxes
    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
    • Could Employee Ownership Be Part of Your Succession Plan?

  • August

    • Caught in the Middle: The Sandwich Generation
    • Consider REITs for Income and Diversification
    • Life Insurance with Long-Term Care Benefits
    • Qualified Longevity Annuity Contracts (QLACs)
    • A Quick and Dirty Guide to Credit

  • July

    • Seeking Balance in a Mutual Fund
    • What’s the Real Return on Your Investments?
    • Indexed Annuities: Growth Potential with Downside Protection
    • New Study Finds Widespread Job Loss After 50
    • Calculating Key Financial Ratios

  • June

    • A Steady Strategy in Turbulent Times
    • College Savings: Roth or 529 Plan?
    • Avoiding Probate with a Transfer-on-Death Deed
    • Interest Rates and the Economy
    • Steps to Executing an Exit Strategy

  • May

    • Bonds Can Offer Stability Even with Rising Rates
    • SRI Investing: Not Just for Stocks
    • Be Aware of Observation Care
    • Retirement Planning: How Secure Is Social Security?
    • Watch Out for Scams That Target Businesses

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • Inflation: The Sneaky Thief
  • How Pre-Tax Contributions Affect Your Paycheck
  • 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?

• Tax Library

  • Tax Forms
  • Tax Rates
  • Tax Publications
  • Tax Glossary
  • Tax Calendar
  • TaxWise Strategies

• Glossary

• Flipbooks

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