Understanding Today’s Financial Environment
Newsletters
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
The Corporate World Is All-In on AI
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
-
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
-
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Car Affordability
How much can you afford to pay for a car?