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- Financial Management Insight: Strategies to Help Build Your Future
- Understanding Social Security and Medicare: America’s Retirement Safety Net
- Higher Education: College Saving and Funding Strategies
- Investing Basics: Embark on Your Wealth-Building Journey
- Time to Get Tax-Savvy: Managing Your Tax Burden
- Wealth Preservation: Planning to Leave a Legacy
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Newsletters
- HOT TOPIC: Tech Sector Turmoil and the Bear Market
- A Wealth of Information: How to Read a Mutual Fund Prospectus
- Should You Consider Tapping the Equity in Your Home?
- Adjusting Your Tax Withholding
- WEP and GPO Can Reduce Social Security Benefits
- How Long Should You Keep Financial Records?
- HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
- Avoiding Probate
- What’s Your Retirement Dream Elevator Pitch?
- Are You Ready to Cancel Your Cable TV?
- Where to Look for Lost and Forgotten Money
- Consider a Bond Ladder for Rising Interest Rates
- HOT TOPIC: High Inflation: How Long Will It Last?
- Working While Receiving Social Security Benefits
- Baseball Lessons That Might Help Change Up Your Finances
- Planning to Quit Your Job? What to Know Before You Go
- Why Small Businesses Should Pay Attention to Accessibility
- Food Inflation: What’s Behind It and How to Cope
- HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
- ETFs Are Gaining on Mutual Funds: Here’s Why
- Key Retirement and Tax Numbers for 2022
- Splurge or Save? Making the Most of Your Income-Tax Refund
- What’s the Difference Between Medicare and Medicaid?
- Flood Insurance: Be Prepared for Rising Waters and Changing Rates
- HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
- When Two Goals Collide: Balancing College and Retirement Preparations
- Mutual Funds: Do You Know What’s in Your Portfolio?
- If You Don’t Have a Will, You Probably Should
- Going Green: A Fast-Growing Corner of the Global Bond Market
- When Buying Is Easy, Paying Later Can Be a Problem
- HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
- Building Blocks for Financing College with Less Debt
- How to Correct an Error on Your Credit Report
- Preparing for Libor to Leave the Building
- Are You a HENRY? Consider These Wealth-Building Strategies
- Did You Know Medicaid May Pay You as a Family Caregiver?
- HOT TOPIC: The Fed Pivots to Fight Inflation
- 401(k) and IRA: A Combined Savings Strategy
- Charitable Giving Can Be a Family Affair
- Your Social Security Statement: What’s in It for You?
- Looking Back, Looking Forward
- Going Public: How Are Direct Listings Different from IPOs?
- Should You Speed Up Your Retirement Plans?
- Balancing Medicare and Work-Based Insurance
- Is Your Business Eligible for the Research and Development Tax Credit?
- Catalytic Converter Thefts Are on the Rise: Here’s Why
- Net Price Calculators Help Gauge College Affordability
- Is a High-Deductible Health Plan Right for You?
- Women Face Challenges in a Post-Pandemic World
- Do You Have a Tax-Smart Withdrawal Strategy?
- NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
- HOT TOPIC: Social Security’s Uncertain Future: What You Should Know
- Four Reasons to Review Your Life Insurance Needs
- Grandparent 529 Plans Get a Boost Under New FAFSA Rules
- A Map for Your Family
- Credit Scores Reach Record High
- Fund Retirement and Reward Workers with a Cash Balance Plan
- Signs of a Scam…and How to Resist It
- Child Tax Credit for 2021: Will You Get More?
- A More Affordable Life Insurance Solution
- Following the Inflation Debate
- What a Relief! Congress Acts Against Surprise Medical Bills
- HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
- Don’t Let Debt Derail Your Retirement
- International Investing: Opportunity Overseas?
- Concerned About Inflation? Consider TIPS
- Company Stock and Your Retirement Strategy
- Crisis Averted? Financial Help for Struggling Renters and Landlords
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Research Articles
- Outlook 2019 | Client Letter by John Lynch
- Client Letter: Plenty of Positives | John Lynch | September 6, 2018
- Client Letter: "Recapping the Latest Earnings & GDP Reports" | John Lynch
- Weekly Market Commentary | July 5, 2022
- Weekly Market Commentary | June 27, 2022
- Weekly Market Commentary | June 21, 2022
- Weekly Market Commentary | June 13, 2022
- Weekly Market Commentary | June 6, 2022
- Weekly Market Commentary | May 23, 2022
- Weekly Market Commentary | May 16, 2022
- Weekly Market Commentary | May 9, 2022
- Weekly Market Commentary | May 2, 2022
- Weekly Market Commentary | April 25, 2022
- Weekly Market Commentary | April 18, 2022
- Weekly Market Commentary | April 11, 2022
- Weekly Market Commentary | April 4, 2022
- Weekly Market Commentary | March 21, 2022
- Weekly Market Commentary | March 14, 2022
- Weekly Market Commentary | March 7, 2022
- Weekly Market Commentary | February 28, 2022
- Weekly Market Commentary | February 22, 2022
- Weekly Market Commentary | February 14, 2022
- Weekly Market Commentary | February 7, 2022
- Weekly Market Commentary | January 31, 2022
- Weekly Market Commentary | January 24, 2022
- Weekly Market Commentary | January 18, 2022
- Weekly Market Commentary | January 10, 2022
- Weekly Market Commentary | December 27, 2021
- Weekly Market Commentary | December 20, 2021
- Outlook 2022 | Executive Summary
- Outlook 2022 | Client Letter
- Weekly Market Commentary | December 13, 2021
- Weekly Market Commentary | December 6, 2021
- Weekly Market Commentary | November 22, 2021
- Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
- Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
- Weekly Market Commentary | November 15, 2021
- Weekly Market Commentary | November 8, 2021
- Weekly Market Commentary | November 1, 2021
- Weekly Market Commentary | Oct. 25, 2021
- Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
- Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
- Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
- Weekly Market Commentary | September 13, 2021
- Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
- Weekly Market Commentary | August 30, 2021
- Weekly Market Commentary - September 20, 2021
- Weekly Market Commentary | August 23, 2021
- Weekly Market Commentary | August 16, 2021
- Weekly Market Commentary | August 9, 2021
- Weekly Market Commentary | August 2, 2021
- Weekly Market Commentary | July 26, 2021
- Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
- Midyear Outlook 2021 - Client Letter
- Midyear Outlook 2021 - Picking Up Speed
- Weekly Market Commentary | July 12, 2021
- Weekly Market Commentary | June 28, 2021
- Weekly Market Commentary | June 21, 2021
- Weekly Market Commentary | June 14, 2021
- Weekly Market Commentary | June 7, 2021
- Weekly Market Commentary | May 24, 2021
- Weekly Market Commentary | May 24, 2021
- Weekly Market Commentary | May 17, 2021
- Weekly Market Commentary | May 10, 2021
- Weekly Market Commentary May 3, 2021
- Weekly Market Commentary | April 26, 2021
- Weekly Market Commentary | April 19, 2021
- Weekly Market Commentary | April 12, 2021
- Weekly Market Commentary | April 5, 2021
- Weekly Market Commentary | March 29, 2021
- Outlook 2021: Powering Forward
- Weekly Market Commentary | March 22, 2021
- Weekly Market Commentary | March 15, 2021
- Weekly Market Commentary | March 8, 2021
- Weekly Market Commentary | March 1, 2021
- Weekly Market Commentary | February 22, 2021
- Weekly Market Commentary | February 16, 2021
- Weekly Market Commentary | February 8, 2021
- Weekly Market Commentary | February 8, 2021
- Weekly Market Commentary | February 1, 2021
- Weekly Market Commentary | January 25, 2021
- Weekly Market Commentary | January 19, 2021
- Weekly Market Commentary | January 11, 2021
- Weekly Market Commentary - January 4, 2021
- Weekly Market Commentary | December 21, 2020
- Weekly Market Commentary | December 14, 2020
- Weekly Market Commentary | December 7, 2020
- Outlook 2022: Passing the Baton
- What Key Estate Planning Tools Should I Know About?
- How Can I Control the Distribution of My Estate?
- Can I Benefit from an A-B Trust?
- What Is a SIMPLE?
- Why Do People Buy Annuities?
- How Much Do I Need to Save?
- A New Chapter for Retirement
- What Are My Retirement Planning Options?
- Retirement Plan Distributions
- What Is a Traditional IRA?
- What Is a 401(k) Plan?
- How Should I Manage My Retirement Plan?
- Save Now or Save Later?
- What Is the Estate Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- How Can I Benefit from Tax-Advantaged Investments?
- What Are Dividends?
- Growth Stocks vs. Value Stocks
- How Are Mutual Funds Taxed?
- What Is Stock?
- What Is Diversification?
- What Types of Bonds Are Available?
- What Is a Bond?
- What Is a Stock Index?
- How Do Mutual Funds and Stocks Differ?
- What Is a Mutual Fund?
- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Investment Risks Should I Know About?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What Stock and Bond Investing Alternatives Do I Have?
- What Are Some Tips for Managing My Money?
- What Cash Management Tools Are Available?
- How Can I Better Manage My Short-Term Cash?
- What About Financial Aid for College?
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- What Is the Difference Between an HMO and a PPO?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
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