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  Ticker Name	Percent Difference (when noted with %) otherwise Last Price	Difference (where applicable)
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• Newsletters

  • August

    • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
    • Debit or Credit? Pick a Card
    • Consider a Roth Conversion for Tax-Free Income
    • Turbulent Times: Bear Markets Come and Go
    • Indexed Annuities: A Strategy to Turn Savings into Retirement Income
    • Crisis Relief: Financial Lifelines for Affected Workers

  • July

    • HOT TOPIC: The Shape of Economic Recovery
    • Mid-Year Is a Great Time to Fine-Tune Your Finances
    • Four Questions on the Roth Five-Year Rule
    • Playing Defense: Three Stock Strategies to Help Control Risk
    • The Beige Book: A Timely Economic Read
    • Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

  • June

    • HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
    • Managing Your Workplace Retirement Plan
    • Will vs. Trust: Know the Difference
    • Why You Might Need Disability Income Insurance
    • Do ETFs Belong in Your Portfolio?
    • SECURE Act Changes That Matter to Small Employers

  • May

    • HOT TOPIC: Too Much Oil with Nowhere to Go
    • Keeping Cool: Investment Strategy vs. Reaction
    • Social Security May Offer a Lifetime of Protection
    • The Cost of Family Caregiving
    • Three Life Insurance Strategies for Small Businesses
    • Telemedicine: The Virtual Doctor Will See You Now

  • April

    • HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
    • Setting a Retirement Savings Goal
    • Looking for Value with P/E Ratios
    • Early Retirement and Your Tax-Deferred Savings
    • Living Benefits Can Help Counter Retirement Risks
    • Don’t Let a Disaster Keep the Lights Off Forever

  • 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

    • 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

    • 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

    • 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

    • 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?

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