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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 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 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 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 IRAs
    • Stretch IRAs
    • 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: Keeping an Eye on Corporate Debt
    • Taking a Team Approach to Retirement Savings
    • IPOs: Consider the Risks Behind the Hype
    • Bridging the Gap Between Retirement and Medicare Eligibility
    • Estate Taxes: Should a Trust Own Your Life Insurance?
    • Succession Plans Often Hinge on Reliable Valuation

  • February

    • HOT TOPIC: What Are the Costs of the Government Shutdown?
    • Need to Tap Your 401(k)? Proceed with Care
    • Looking Back, Looking Ahead
    • Getting Real About Retirement
    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
    • A Business Plan Can Be Your Guide to Growth

  • January

    • HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
    • ABLE Accounts for Disability Expenses
    • Are Your Designated Heirs Up-to-Date?
    • Consider a Customized Disability Policy
    • Technology Trend: How Blockchain Could Impact the Future
    • Some Small Companies Facing Tariff Troubles

  • December

    • HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
    • Competing Goals: Pay Off Student Loans or Save for Retirement?
    • Low-Volatility Strategies for a Less Stressful Ride
    • Know Your Mutual Funds
    • Insurance Strategies: Giving Old Life Insurance a New Purpose
    • Weighing a Wider Range of Health Plan Options

  • November

    • HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?
    • Is a Roth 401(k) Right for You?
    • Community Property Laws: Yours, Mine, and Ours
    • Help with College: A Gift for Your Grandkids
    • Health Savings Account: Funding an HSA Could Help You Prepare for Retirement
    • Reviewing Business Structure in Light of Tax Changes

  • October

    • HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
    • Seven Classic Investing Quotes
    • Social Security 101
    • Choosing and Using a College Checking Account
    • Dealing with Divorce
    • Key Tax Breaks for Business Owners

  • September

    • HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
    • Risk Tolerance Is About You, Not the Market
    • Insurance with Potential Cash Value
    • Inflation Protection for Investment Dollars
    • A Map to Guide Your Family
    • Family Limited Partnerships for Estate Planning Purposes

  • August

    • ETFs on the Rise
    • An Affordable Insurance Solution
    • Oil Prices and the Economy
    • Equity REITs and Rising Rates
    • Reward Workers and Fund Retirement with a Cash Balance Plan

  • July

    • Indexed Annuities: Potential Gain with Some Downside Protection
    • New Tax Law Expands 529 Savings Plans
    • Good News, Bad News for Boomer Retirement
    • Making Sense of Bond Behavior
    • Two Technology Trends to Help Power Growth

  • June

    • HOT TOPIC — Wage Growth: Watching for a Tipping Point
    • Is Smart Beta for You?
    • Chained CPI and Your Taxes
    • Beyond Medicare: What Are Your Options?
    • New Tax Breaks for Pass-Through Entities

  • May

    • A New Look at Old Retirement Savings Guidelines
    • Where There's a Will…
    • The Cost of Caregiving
    • A Steady Strategy
    • Time to Hire? Consider the Pros and Costs

  • April

    • Dividend Investing: Small Payments Can Boost Returns
    • Pick Your Plastic: Debit or Credit?
    • Income for the Long Run
    • Guard Against Growing Cybersecurity Threats

• 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
  • Wage Growth: Watch for a Tipping Point
  • Trade Tariffs
  • Do You Know Who Your Beneficiaries Are?

• Tax Library

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

• Glossary

• Flipbooks

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