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
What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Paying Estate Taxes
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
How Does Inflation Affect Me?
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.