Multisector Bond Funds: An Alternative To Traditional Bond Funds?

Multisector bond funds have become popular as an alternative to traditional bonds, but a closer look raises questions.
> Read the research paper.

The Four Pillars Of Asset Protection

An asset protection strategy is essential for safeguarding your finances in the event of death, property damage, disability or long-term illness. In this article, we’ll explore the four main ways you can protect your assets. [Read more...]

Protect Yourself From Credit Card Theft

According to a December 2013 report from the U.S. Department of Justice, 16.6 million Americans — about 7 percent of the population — fell victim to identity theft in 2012. One form of identity theft involves criminals stealing personal information and opening accounts, borrowing money and generally wreaking havoc on your financial life. However, the majority of cases in the report (85 percent) involved stolen credit or debit card information that was used to make unauthorized purchases. Although less severe, credit card theft is nonetheless alarming — and it can be burdensome to resolve. [Read more...]

Help Prevent Elder Financial Abuse And Investor Fraud

Fraud and financial abuse against elders is more widespread than you may realize — and may be on the rise due to a slower economy and an aging population. It appears in many forms, affecting millions of senior citizens and their families. These crimes go largely unseen; many seniors do not recognize when it happens to them or may be ashamed to speak up if they do. If you have elderly parents or other older family members or friends, you can help them protect themselves. [Read more...]

Protect Your Retirement Savings From Inflation

Even if you stick diligently to a strong savings plan, inflation can put your hard-earned nest egg in jeopardy. Price increases over time can have a significant — and often underestimated — impact on savings and investments. [Read more...]

Rising Interest Rates? A Look At Fixed Income Investing

A recent rise in interest rates has caused some fixed income investors to flee the bond market. But is such a reaction warranted?
> Read the white paper.

2014 Key Financial Numbers

With the new year upon us, now is a good time to assess what key financial changes may affect you in 2014. [Read more...]

January 2014 Economic Update

Positive economic trends in the U.S. and abroad are tempered by concern over the Fed tapering. > Read the details in our monthly economic analysis.

Should You Consider A Roth IRA Conversion?

The promise of tax-free earnings has prompted many investors to convert their traditional individual retirement accounts (IRAs) to Roth IRAs. But the tax implications of converting can be steep, so carefully review the potential benefits and disadvantages of your options before taking the plunge. [Read more...]

December 2013 Economic Update

Economic indicators around the world are positive but softened by the weakness of the eurozone.
> Read the details in our monthly economic analysis.