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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.

Estates & Trusts

Retirement

Tax Planning

Investing

  • How Are Annuities Taxed?

    One attractive feature of an annuity is tax-deferral but qualified and non-qualified annuities are taxed differently.

  • What Is a Stock Index?

    Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

  • What Is an Annuity?

    An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

  • What Is Asset Allocation?

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

  • How Can I Save for My Child’s College Education?

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

  • 529 Lesson Plan: High Scores for 529 Plans

    529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

Cash Management

Risk Management