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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.

Retirement

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

  • Indexed Annuities

    An indexed annuity may provide some upside potential and downside protection.

Tax Planning

  • Tax-Free Insurance Upgrades

    A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Types of Bonds

    Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.

  • Asset Classes

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

Risk Management

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

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Check the background of this financial professional on FINRA's BrokerCheck