Articles
Seventy-five percent of Americans agree they would benefit from having basic financial education and information.
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.
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Market Commentary
Weekly Market Commentary | April 6, 2020
Weekly Market Commentary | March 30, 2020
Weekly Market Commentary | March 23, 2020
Weekly Market Commentary | March 16, 2020
Weekly Market Commentary | March 9, 2020
Weekly Market Commentary | March 2, 2020
Weekly Market Commentary | February 24, 2020
Weekly Market Commentary | February 18, 2020
Weekly Market Commentary | February 3, 2020
Weekly Market Commentary | January 27, 2020
Weekly Market Commentary | January 13, 2020
Weekly Market Commentary | January 6, 2020
Weekly Market Commentary | December 30, 2019
Weekly Market Commentary | December 23, 2019
Weekly Market Commentary | December 16, 2019
Weekly Market Commentary | Week of December 2, 2019
Weekly Market Commentary | Week of November 25, 2019
Weekly Market Commentary | Week of November 18, 2019
Weekly Market Commentary | November 11, 2019
Weekly Market Commentary | Week of October 28, 2019
Weekly Market Commentary | Week of October 21, 2019
Weekly Market Commentary | Week of October 14, 2019
Weekly Market Commentary | Week of October 7, 2019
Weekly Market Commentary | September 30, 2019
Weekly Market Commentary | Week of September 23, 2019
Weekly Market Commentary | Week of September 16, 2019
Weekly Market Commentary | Week of September 9, 2019
Weekly Market Commentary | Week of September 3, 2019
Weekly Market Commentary | Week of August 26, 2019
Weekly Market Commentary | August 19, 2019
Weekly Market Commentary | Week of August 12, 2019
Weekly Market Commentary | August 5, 2019
Weekly Economic Commentary | August 5, 2019
Weekly Market Commentary | July 29, 2019
Weekly Economic Commentary | July 29, 2019
Weekly Market Commentary | Week of July 22, 2019
Weekly Economic Commentary | July 22, 2019
Weekly Market Commentary | July 22, 2019
Weekly Market Commentary | July 15, 2019
Weekly Economic Commentary | July 15, 2019
Weekly Market Commentary | July 8, 2019
Weekly Economic Commentary | July 8, 2019
Weekly Market Commentary | July 1, 2019
Weekly Economic Commentary | July 1, 2019
Midyear Outlook 2019
Weekly Market Commentary | June 17, 2019
Weekly Economic Commentary | June 17, 2019
Weekly Economic Commentary | June 10, 2019
Weekly Market Commentary | June 10, 2019
Weekly Market Commentary | Week of June 3, 2019
Weekly Economic Commentary | Week of June 3, 2019
Weekly Economic Commentary | Week of May 20, 2019
Weekly Market Commentary | Week of May 20, 2019
Weekly Economic Commentary | Week of May 27, 2019
Weekly Market Commentary | Week of May 27, 2019
Weekly Market Commentary | Week of May 13, 2019
Weekly Economic Commentary | May 13, 2019
Weekly Market Commentary | May 6, 2019
Weekly Economic Commentary | May 6, 2019
Weekly Market Commentary | April 29, 2019
Weekly Economic Commentary | April 29, 2019
Weekly Market Commentary | Week of April 22, 2019
Weekly Market Commentary | April 15, 2019
Weekly Economic Commentary | April 15, 2019
Weekly Market Commentary | April 8, 2019
Weekly Economic Commentary | March 11, 2019
Weekly Market Commentary | March 4, 2019
Weekly Market Commentary | February 25, 2019
Weekly Economic Commentary | Week of Feb 19, 2019
Weekly Market Commentary | February 19, 2019
Weekly Market Commentary | February 11, 2019
Weekly Economic Commentary | Week of February 4, 2019
Weekly Market Commentary | February 4, 2019
Weekly Economic Commentary | Week of Jan 28, 2019
Weekly Market Commentary | January 28, 2019
Weekly Market Commentary | January 22, 2019
Weekly Economic Commentary | Week of Jan 21, 2019
Weekly Market Commentary | January 14, 2019
Weekly Economic Commentary | Week of Jan 14, 2019
Weekly Economic Commentary | Week of Jan 7, 2019
Weekly Market Commentary | January 7, 2019
Weekly Economic Commentary | Week of December 31, 2018
Weekly Market Commentary | December 31, 2018
Weekly Market Commentary | December 10, 2018
Weekly Economic Commentary | Week of Dec 10, 2018
Weekly Market Commentary | December 3, 2018
Weekly Economic Commentary | Week of Dec 3, 2018
Weekly Economic Commentary | Week of Nov 26, 2018
Weekly Market Commentary | November 26, 2018
Weekly Economic Commentary | Week of Nov 12, 2018
Weekly Market Commentary | November 12, 2018
Weekly Economic Commentary | Week of Nov 5, 2018
Weekly Market Commentary | November 5, 2018
Weekly Market Commentary | October 29, 2018
Weekly Economic Commentary | Week of Oct 29, 2018
Weekly Economic Commentary | Week of Oct 22, 2018
Weekly Market Commentary | October 22, 2018
Weekly Economic Commentary | Week of Oct 15, 2018
Weekly Market Commentary | October 15, 2018
Weekly Economic Commentary | October 8, 2018
Weekly Market Commentary | October 8, 2018
Weekly Market Commentary | October 1, 2018
Weekly Economic Commentary | Week of October 1, 2018
Weekly Economic Commentary | Week of September 24, 2018
Weekly Market Commentary | September 24, 2018
Weekly Economic Commentary | Week of September 17, 2018
Weekly Market Commentary | September 18, 2018
Weekly Economic Commentary | Week of September 10, 2018
Weekly Market Commentary | September 10, 2018
Weekly Economic Commentary | Week of September 3, 2018
Weekly Market Commentary | September 4, 2018
Weekly Economic Commentary | Week of August 27, 2018
Weekly Market Commentary | August 27, 2018
Weekly Economic Commentary | Week of August 20, 2018
Weekly Market Commentary | August 20, 2018
Weekly Market Commentary | August 13, 2018
Weekly Economic Commentary | Week of August 13, 2018
Weekly Market Commentary | August 6, 2018
Weekly Economic Commentary | Week of August 6, 2018
Weekly Economic Commentary | Week of July 30, 2018
Weekly Market Commentary | July 30, 2018
Weekly Economic Commentary | Week of July 23, 2018
Weekly Market Commentary | July 16, 2018
Weekly Economic Commentary | Week of July 16, 2018
Weekly Economic Commentary | Week of June 25, 2018
Weekly Market Commentary | June 25, 2018
Weekly Economic Commentary | Weekof June 18, 2018
Weekly Market Commentary | June 18, 2018
Weekly Economic Commentary | Week of June 11, 2018
Weekly Market Commentary | June 11, 2018
Weekly Economic Commentary | Week of June 4, 2018
Weekly Economic Commentary | Week of May 29, 2018
Weekly Economic Commentary | Week of May 21, 2018
Weekly Economic Commentary | Week of May14, 2018
Weekly Economic Commentary | Week of May 7, 2018
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Retirement
SIMPLE Plans
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
How Much Do I Need to Save?
A New Chapter for Retirement
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Future of Social Security
Social Security Income
Retirement Plan Distributions
Managing Retirement Plans
Save Now or Save Later
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Tax Planning
Capital Gain Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Strategies for Retirement Plans
Mutual Fund Profits
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Mutual Funds
Closed-End Funds
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
College Investment Options
Dollar-Cost Averaging
529 Plans
Cash Management
Cash Management Basics
Cash Management Tools
Money Market Funds
Managing Cash
College Financial Aid
Savings Alternatives
Effects of Inflation
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Long-Term Care Costs
Types of Life Insurance
Portfolio Compass
Portfolio Compass | February 20, 2019
Portfolio Compass | January 16, 2019
Portfolio Compass | December 19, 2018
Portfolio Compass | November 14, 2018
Portfolio Compass | October 17, 2018
Portfolio Compass | September 19, 2018
Portfolio Compass | August 15, 2018
Portfolio Compass | July 19, 2018
Portfolio Compass | June 13, 2018
Portfolio Compass | May 16, 2018
Portfolio Compass | April 18, 2018
Client Letters
Client Letter: Stocks Warm Up In January | February 7, 2019
Client Letter: "A New Year’s Perspective" by John Lynch
Client Letter: "Recent Market Volatility" by John Lynch
Midterms and the Markets | Client Letter by John Lynch | November 7, 2018
Client Letter: Putting Recent Volatility in Context by John Lynch | October 11,
Client Letter: Key Factors to Watch in Q4 | John Lynch | October 4, 2018
Client Letter: Plenty of Positives | John Lynch | September 6, 2018
Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
Outlook
Outlook 2020 Printer-Friendly
Outlook 2020 Executive Summary
Outlook 2020 Client Letter
Outlook 2020: Bringing Markets into Focus
Outlook 2019: Institutional Publication
Outlook 2019: FUNDAMENTAL (spreads)
Outlook 2019: FUNDAMENTAL (printer-friendly)
Outlook 2019 | Client Letter by John Lynch
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