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Diversifying with Market Caps

The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
Consider a Bond Ladder for Rising Interest Rates

A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Adjusting Your Tax Withholding

Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Car Affordability

How much can you afford to pay for a car?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Accumulation

Estimate the future value of your current savings.