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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.

Investing

What Is the Difference Between a Fixed Annuity and a Variable Annuity?

Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

Investing

How Do Mutual Funds and Stocks Differ?

The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

Retirement

What Is a Traditional IRA?

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Retirement

What Is a Roth IRA?

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Risk Management

What Is Whole Life Insurance?

Some of the pros and cons of whole life insurance.

Risk Management

What Is Term Life Insurance?

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Risk Management

What Is Universal Life Insurance?

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Tax Planning

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

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Check the background of this financial professional on FINRA's BrokerCheck