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Investment Insights

Featured Story

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.…

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July 14, 2025

Versatile 529 Plans Can Help with More than Just College

529 plans were originally created in 1996 as a tax-advantaged way to save for college. Over the past several years,…

July 7, 2025

Life Insurance in Retirement

What role can life insurance play in your retirement plan? Most of us think of life insurance as protection against…

June 30, 2025

QLACs: Your Retirement Accounts Can Act Like Pensions

These days, most people who work in the private sector don’t have pensions, so they can only guess how long…

June 23, 2025

Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses. Whether you’re splitting…

June 16, 2025

Golf Is Back, but Good Luck Getting a Tee Time

Interest in the game was waning before the pandemic, until the focus on safer outdoor activities led 3.0 million new…

June 9, 2025

Concerned About Cyberattacks? The Threat Is Real

According to a 2024 survey, 60% of small businesses believe that cyberattacks are the biggest threat they currently face, and…

June 2, 2025

Breaking Down the Numbers: The Soaring U.S. National Debt

The U.S. national debt is the total amount of money owed by the federal government. As of January 2025, it…

May 31, 2025

Accounts for Two: A Team Approach to Retirement Savings

Almost half of U.S. families headed by a married couple include two working spouses.1 With dual careers, many spouses accumulate…

May 26, 2025

The Lock-In Effect: Will It Ever Let Go of the Housing Market?

Since 2022, many homeowners have been reluctant to sell and move because they would have to finance their next homes…

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