Articles

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

Retirement

Tax Planning

Investing

Cash Management

Risk Management

<script> // Contact Validator $('body.seminars').find("header").nextUntil("#footer").wrapAll( "
"); $.get('/preview/team.htm', function (agentList) { var postList = $('#portfolio'); var agentData = Array(); $(agentList).find('.agent_list_item').each(function (i, v) { agentData[i] = Array(); var dataUrl = $(this).attr('data-findid'); var bioUrl = $(this).find('h3 a').attr('href'); var name = $(this).find('h3 a').html(); var title = $(this).find('p').html(); var newRow = $( '

' + name + '

' + title + '
'); postList.prepend(newRow); $('#portfolio > div').each(function () { var bioUrl = $(this).find("a.load-bio").attr('href'); $(this).find('.team-image').load(bioUrl + ' #cardInfo img'); $(this).find('div.bioSnippet').load(bioUrl + ' #vcardBio'); }); }); }); $.validator.setDefaults({ submitHandler: function (e) { var _f = $('form'); if (_f.find(".antispam input").val() != "not spam") { // honeypot was populated. don't submit return false; } else { var url = "form_proc.cfm"; var formData = $("form").serializeArray(); $.post(url, formData).done(function (data) { console.log('Form submitted'); }); console.log(formData); // Clear fileds once form is submitted $('form').closest('form').find("input[type=text], textarea").val(""); $('.customsection5 form').empty().html('

Thank You!

'); } } }); $('form').each(function () { $(this).validate({ rules: { name: "required", email: { required: true, email: true }, phone: { required: true, phoneUS: true } }, messages: { name: "Name is required", phone: "Phone is required", email: "Email address is incorrect" } }); }); jQuery(document).ready(function () { $('body').addClass('stretched'); $('body:not(.resources) #page-title:first-of-type').remove(); $(".price-range-slider").ionRangeSlider({ type: "double", prefix: "$", min: 200, max: 10000, max_postfix: "+" }); $(".area-range-slider").ionRangeSlider({ type: "double", min: 50, max: 20000, from: 50, to: 20000, postfix: " sqm.", max_postfix: "+" }); jQuery(".bt-switch").bootstrapSwitch(); }); var jumpToAnchor = function (event, anchor) { var anchor = anchor.split('#')[1]; event.preventDefault(); document.getElementById(anchor).scrollIntoView(); }