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Associates

• William "Barry" Amburn, CPA
• Matt Hearn, ChFC®, CFP®
• Joseph "Joey" C. Perkins, Jr., CPA
• Raymond "Chip" H. Wilcox
• Carol Uselman, AAMS®
• Cindy L. Edwards, CRPS®
• Kimberly Stone
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Learning Center

Calculators

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Flipbooks

• 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
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Newsletters

• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
• Passive, Active, or Both?
• How Much Life Insurance Do You Need?
• Building Financial Resilience
• Donor-Advised Funds Combine Charitable Impact with Tax Benefits
• Small Businesses Are Short-Staffed and Overwhelmed
• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
• Dividends for Income and Total Returns
• What the Red-Hot Job Market Means for Workers
• Preparing for a Natural Disaster
• How Life Insurance Could Help Mitigate Taxes in Retirement
• Diversifying Your Portfolio with International Flair
• HOT TOPIC: Is the U.S. Economy in a Recession?
• Inflation Protection for Investment Dollars
• Life Insurance Living Benefits
• Uncle Sam Wants to Know About Your Gig Income
• Sticker Shock Is No Joke for Car Buyers
• Six Steps to Starting a New Business
• 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
• 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
• 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

Research Articles

• Outlook 2020 Printer-Friendly
• Outlook 2020 Executive Summary
• Outlook 2020 Client Letter
• Outlook 2020: Bringing Markets into Focus
• Weekly Market Commentary | October 03, 2022
• Weekly Market Commentary | September 26, 2022
• Weekly Market Commentary | September 19, 2022
• Weekly Market Commentary | September 12, 2022
• Weekly Market Commentary | September 06, 2022
• Weekly Market Commentary | August 29, 2022
• Weekly Market Commentary | August 22, 2022
• Weekly Market Commentary | August 15, 2022
• Weekly Market Commentary | August 8, 2022
• Weekly Market Commentary | August 1, 2022
• Weekly Market Commentary | July 25, 2022
• Weekly Market Commentary | July 18, 2022
• Midyear Outlook 2022 | Client Letter
• Midyear Outlook 2022 | Navigating Turbulence
• 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
• Weekly Market Commentary | November 30, 2020
• Weekly Market Commentary | November 23, 2020
• Weekly Market Commentary | November 16, 2020
• Weekly Market Commentary | November 9, 2020
• Weekly Market Commentary | November 2, 2020
• Weekly Market Commentary | October 26, 2020
• Weekly Market Commentary | October 19. 2020
• Weekly Market Commentary - October 12, 2020
• Weekly Market Commentary | October 5, 2020
• Weekly Market Commentary | September 28, 2020
• Weekly Market Commentary | September 21, 2020
• Weekly Market Commentary | September 14, 2020
• Weekly Market Commentary | September 8, 2020
• Weekly Market Commentary | August 31, 2020
• Weekly Market Commentary | August 24, 2020
• Weekly Market Commentary | August 17, 2020
• Weekly Market Commentary | August 10, 2020
• Weekly Market Commentary | August 8, 2020
• Weekly Market Commentary | July 27, 2020
• Weekly Market Commentary | July 20, 2020
• Weekly Market Commentary | July 6, 2020
• Weekly Market Commentary | June 29, 2020
• Weekly Market Commentary | June 22, 2020
• Weekly Market Commentary | June 15, 2020
• Weekly Market Commentary | June 8, 2020
• Weekly Market Commentary | June 1, 2020
• Weekly Market Commentary | May 18, 2020
• Weekly Market Commentary | April 27, 2020
• Weekly Market Commentary | April 13, 2020
• Weekly Market Commentary | Week of November 25, 2019
• Weekly Market Commentary | Week of October 28, 2019
• Weekly Market Commentary | September 30, 2019
• Outlook 2022: Passing the Baton
• A New Chapter for Retirement
• What Are My Retirement Planning Options?
• Will Social Security Retire Before You Do?
• How Should I Manage My Retirement Plan?

Videos

• The Pros and Cons of a Big Tax Refund
• Are Your Investment Decisions Influenced by Emotions?
• 6 Reasons to Work with a Financial Professional
• Women and Money: Taking Charge of Your Financial Future

Glossary

Quote Requests

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