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

  • What Is a Stock Index?

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

  • What Is a Mutual Fund?

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

  • What Is a Closed-End Fund?

    With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.

  • What Is a Mutual Fund Load?

    It’s important to understand mutual fund loads, or sales charges, and exactly what they entail so you can make informed investing decisions.

  • 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 Are the Different Classes of Assets?

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

  • 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.

  • What Stock and Bond Investing Alternatives Do I Have?

    There are other ways to invest in stocks and bonds besides owning individual shares or bonds.

  • What Is Dollar-Cost Averaging?

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

Risk Management