A TAXING STORY: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes—they take taxes.” That applies not only to income but also to capital gains.
Estimating the Cost of College
Read Time: 2 min It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2025 report, the College Board showed that in-state tuition and fees at private non-profit four-year institutions increased by 2% in inflation-adjusted dollars between the 2015-16 and 2025-26 school years.
The Business Cycle
Read Time: 3 min What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.
Annuity Comparison Calculator
Deposits into an annuity are not tax-deductible; however, you may not have to pay taxes on the interest earned until you begin making withdrawals. This tax-deferral period can have a dramatic effect on the growth of an investment. Use this calculator to compare the potential tax advantages of saving in an annuity versus an account where the interest is taxed each year.
A Look at Diversification
What is Diversification? An investment principle designed to manage risk. However, diversification does not guarantee against a loss.
Calculator - How Long will Systemic Withdrawals Last?
You have worked hard to accumulate your savings. Use this calculator to determine how long those funds may potentially last given regular withdrawals.
A Decision Not Made Is Still a Decision
READ TIME: 3 MIN Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all."
Investing 101: a Primer for Beginners
Many of us have heard the term “investments” used in many ways - and it’s a concept most of us are familiar with to some degree. But unless you’ve really taken an interest in the markets or set aside time to study them, you may not have a total understanding of what investing is, everything involved with investing or what different types of investments are out there.
[Infographic] How Stocks Work
Shareholders are partial owners of the company who can vote for those who serve on the company's board of directors.