Newsletters
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.