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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.

Long Term Care Insurance

Retirement Planning

Life Insurance

Retirement

  • Self-Employed Retirement Plans

    Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

  • Traditional IRAs

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • 401(k) Plans

    401(k) employer-sponsored retirements plans have many benefits, including that the funds accumulate tax-deferred.

  • Roth IRAs

    Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Calculators

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Market Watch

December 15, 2017 @ 02:27 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.3%  
Dow Jones Transportation ETF +0.5%  
Dow Jones Utilities ETF +0.4%  
Nasdaq Composite ETF +0.4%  
Nasdaq 100 ETF +0.7%  
S&P 500 ETF +0.6%  
S&P 100 ETF +0.7%  
S&P Mid-Cap 400 ETF +0.6%  
S&P Volatility Index ETF -13.2%  
PHLX Semiconductor Index ETF +1.0%  
OSX Oil Service Sector Index ETF +1.7%  

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