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 Are Dividends?

    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

  • What Is an Exchange-Traded Fund?

    ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

  • How Are Growth and Value Stocks Different?

    The labels growth and value reflect different approaches that can be used when making investment decisions.

  • How Are Mutual Funds Taxed?

    Mutual fund taxes can be cumbersome, but there are ways to help mitigate the amount of taxes you may owe.

  • What Is Stock?

    Before investing in stocks, it is important to understand some of the basics and the risks involved in owning stocks.

  • What Are Zero-Coupon Bonds?

    Zero-coupon bonds represent a type of bond that does not pay interest during the life of the bond.

  • What Is Diversification?

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • 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 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