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.

Market Commentary

Estates & Trusts

Retirement

Tax Planning

Investing

  • How Are Growth and Value Stocks Different?

    The labels growth and value reflect different approaches that can be used when making investment decisions.

  • What Is Stock?

    Before investing in stocks, it is important to understand some of the basics and the risks involved in owning stocks.

  • What Is Diversification?

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

  • What Is a Bond?

    A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

  • What Is a Stock Index?

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

  • How Do Mutual Funds and Stocks Differ?

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

  • What Is a Mutual Fund?

    A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.

  • 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 Investment Risks Should I Know About?

    Understanding different types of investment risk can help investors manage their money more effectively.

  • 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.

  • 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.

Risk Management

Weekly Market Commentary

Outlook