Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

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.

Estates & Trusts

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Retirement

Investing

  • Mutual Fund Taxes

    Mutual fund taxes can be cumbersome, but there are ways to help mitigate the amount of taxes you may owe.

  • Mutual Funds vs. Stocks

    The difference between purchasing an individual stock vs. shares in a mutual fund to potentially earn dividends.

  • Asset Allocation

    Asset allocation is a method used to help manage investment risk; it does not guarantee against investment loss.

  • College Savings Plans

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

Risk Management