Resources

Estate Planning

Living Trusts

Avoiding Probate

Charitable Gifts

Controlling the Distribution

Paying Estate Taxes

Gifting Strategies

Wealth Replacement Trusts

Family Limited Partnerships

Property Ownership

History of the Federal Estate Tax

Dividends

Exchange-Traded Funds

Mutual Fund Taxes

Zero-Coupon Bonds

Diversification

Types of Bonds

Stock Indexes

Mutual Funds vs. Stocks

Mutual Funds

Mutual Fund Loads

Annuities

Fixed vs. Variable Annuities

Investment Risks

Asset Classes

Asset Allocation

College Savings Plans

Stock and Bond Alternatives

529 Plans

Weekly Market Commentary | January 3, 2012

Portfolio Compass | February 22, 2012

Current Conditions Index | February 22, 2012

Bond Market Perspectives | February 21, 2012

Weekly Economic Commenatary | February 21, 2012

Weekly Market Commentary | February 21, 2012

Current Conditions Index | February 15, 2012

Bond Market Perspectives | February 14, 2012

Weekly Economic Commentary | February 13, 2012

Weekly Economic Commentary | February 13, 2012

Weekly Market Commentary | February 13, 2012

Sector Strategy Overview | February 2012

Client Letter by Jeffrey Kleintop “Small Steps" | February 2012

Portfolio Compass | February 8, 2012

Current Conditions Index | February 8, 2012

Bond Market Perspectives | February 7, 2012

Weekly Market Commentary | February 7, 2012

Bond Market Perspectives | Week of January 30, 2012

Weekly Market Commentary | January 30, 2012

Current Conditions Index | Week of January 30, 2012

Weekly Economic Commentary | January 30, 2012

The Search for Income | Fourth Quarter 2011

Portfolio Compass | January 25, 2012

Current Conditions Index | January 25, 2012

Bond Market Perspectives | January 24, 2012

Weekly Economic Commentary | January 23, 2012

Weekly Market Commentary | January 23, 2012

2011: Volatility and Resiliency | Client Letter by Burt White

Current Conditions Index | January 18, 2012

Bond Market Perspective | January 17, 2012

Weekly Economic Commentary | January 17, 2012

Weekly Market Commentary | January 17, 2012

Portfolio Compass | Junauary 11, 2012

Current Conditions Index | January 11, 2012

Bond Market Perspectives | January 10, 2012

Weekly Market Commentary | January 9, 2012 | PDF

Market Insight | Q4 2011 Review

Current Conditions Index | January 4, 2012

Bond Market Perspective | January 3, 2012

Weekly Economic Commentary | January 3, 2012

Bond Market Perspectives | January 3, 2011

Portfolio Compass| December 28, 2011

Current Conditions Index | December 28, 2011

Current Conditions Index | December 21, 2011

Bond Market Perspectives | December 20, 2011

Weekly Economic Commentary | December 19, 2010

Weekly Market Commentary | December 19, 2011

Portfolio Compass | December 14, 2011

Current Conditions Index | December 14, 2011 030441

Bond Market Perspectives | December 13, 2011

Weekly Economic Commentary | December 12, 2011

Weekly Market Commentary | December 12, 2011

Current Conditions Index | December 7, 2011

Bond Market Perspectives | December 6, 2011

Weekly Economic Commentary | December 5, 2011

Weekly Market Commentary | December 5, 2011

"Volatility May Create Opportunity", by Jeff Kleintop | November 30, 2011

2012 Outlook

Portfolio Compass | November 30, 2011

Current Conditions Index | November 30, 2011

Current Conditions Index | November 30, 2011

Bond Market Perspectives | November 29, 2011

Bond Market Perspectives | November 29, 2011

Overview: Sector Strategy

Weekly Economic Commentary | November 28, 2011

Weekly Market Commentary | November 28, 2011

Current Conditions Index | November 23, 2011

Bond Market Perspectives | November 22, 2011

Weekly Economic Commentary | November 21, 2011

Weekly Market Commentary | November 21, 2011

Current Conditions Index | November 16, 2011

Bond Market Perspectives | November 15, 2011

Weekly Economic Commentary | November 14, 2011

Weekly Market Commentary | November 14, 2011

Portfolio Compass | November 9, 2011

Compass Points | November 9, 2011

Current Conditions Index | November 9, 2011

Weekly Economic Commentary | November 7, 2011

Weekly Market Commentary | November 7, 2011

The Search for Income | Third Quarter 2011

Current Conditions Index | November 2, 2011

Weekly Economic Commentary | October 31, 2011

Weekly Market Commentary | October 31, 2011

Client Letter by Jeff Kleintop | European Rescue Package | October 2011

Strategic Insights | October 2011

Portfolio Compass | October 26, 2011

Current Conditions Index | October 26, 2011

Bond Market Perspectives | October 25, 2011

Weekly Economic Commentary | October 24, 2011

Weekly Market Commentary | October 24, 2011

Current Conditions Index | October 19, 2011

Bond Market Perspectives | October 18, 2011

Weekly Economic Commentary | October 17, 2011

Weekly Market Commentary | October 17, 2011

Compass Points | October 13, 2011

Portfolio Compass | October 12, 2011

Current Conditions Index | October 12, 2011

Bond Market Perspectives | October 11, 2011

Weekly Economic Commentary | October 10, 2011

Weekly Market Commentary | October 10, 2011

Market Insight | Q3 2011 Review

Current Conditions Index | October 5, 2011

Bond Market Perspectives | October 4, 2011

Weekly Market Commentary | October 3, 2011

Weekly Economic Commentary | October 3, 2011

Compass Points | September 28, 2011

Portfolio Compass | September 28, 2011

Current Conditions Index | September 28, 2011

Bond Market Perspectives | September 27, 2011

SIMPLE IRAs

Stretch IRAs

IRA Rollover

Roth 401(k)

403(b) Plans

How Much Do I Need to Save?

A New Chapter for Retirement

Unforgettable Birthdays

Planning Options

Future of Social Security

Social Security Income

Self-Employed Retirement Plans

Retirement Plan Distributions

Traditional IRAs

401(k) Plans

Managing Retirement Plans

Save Now or Save Later

Roth IRAs

Last-Survivor Life Insurance

Insuring Your Future

Additional Liability Coverage

Evaluating Insurance Companies

Long-Term-Care Costs

Types of Life Insurance

HOT TOPIC: Why Watch the Employment Situation

GDP: Measuring the Economy

Keeping Pace with Social Security

Retirement Plans for Small Businesses

Do You Have Enough Disability Coverage

HOT TOPIC: Looking Ahead in 2012

Growth, Value, or Both

Insurance for Two Could Benefit Your Heirs

For Better, For Worse: Communicating About Retirement

Are Consumers Holding the Keys to a Better Economy?

Retaining MVPs with Executive Bonus Life Insurance

HOT TOPIC: European News Causes Market Mood Swings

Be Ready for a Change in Interest Rates

Leaving Your Home Out of the Retirement Equation

Another Year, Another AMT Patch

The Financial State of the States

Help Chart the Future of Your Family Business

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

To Roll or Not to Roll: It's Your Choice

Giving Strategies That Can Give Back

Variable Annuities and Your Retirement Strategy

The Dynamics That Can Drive Inflation

Is Your Business Ready for a Structure Change

HOT TOPIC: Breaking Down the Debt-Ceiling Compromise

Bring Your Life Insurance Home From Work

Using Living Benefits for Retirement Income

Federal Estate Tax Is Much Lower — For Now

What Do Price/Earnings Ratios Really Have to Offer?

Settling on a Salary

HOT TOPIC: Why Global Investors Are Worried About European Debt

What Kind of Investor Are You?

Rising Popularity of Roth IRA as Retirement Vehicle

Earning Income from Mutual Funds

Evaluating Life Insurance Needs

When Key Players Can't Work

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

Tips for Surviving the Estate Tax

Finding a Good Time to Invest

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

Managing Cash When Interest Rates Are Low

Put It in Writing

Using a Variable Annuity for Guaranteed Income

The Difference Between the Debt and the Deficit

Deciding When to Begin

Understanding the Appeal of Mutual Funds for High-Income Households

Tax Law Keeps S Corporations Attractive

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

HOT TOPIC: Debating the Debt Ceiling

Fixed for Life

Giving the Gift of Knowledge

Help an Inheritance Help You

Never Retire? Don't Count on It

Building a Business Versus Building Wealth

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

Making Money Market Funds Work for You

Dispelling Umbrella Insurance Myths

How Interest Rates Can Influence Financial Decisions

Protect Your Business with a Disaster Readiness Plan

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

Help Keep Your Estate Out of Probate

Protecting What May Be Your Most Valuable Asset

Roth IRA Conversion Mistakes Can Be Costly

Exchange-Traded Funds: In a Class by Themselves

Another Economic Stimulus

Cash Flow Analysis

Net Worth

Financial IQ Test

Estate Taxes

Cost of Retirement

Required Minimum Distributions

Retirement Portfolio Lifespan

Life Insurance

Long-Term Care Self Insurance

LTCI Cost of Waiting

Risk Tolerance

College Funding

Savings Goals

Savings Accumulation

Federal Income Tax

IRA Eligibility

Roth IRA Conversion