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Research Center

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.


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Navigating Choppy Waters

Down markets are inevitable, both as part of the normal cycle and due to specific events. Studies show that investors who panic and react to these market events often underperform.

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Retiring? Keep Your Budget in Check

The transition into retirement can be overwhelming. Furthermore, every insurance agent and broker seems to want to sell you a high-priced annuity loaded with hidden fees and surrender charges. Learn how to avoid spending more than you should to feel secure in your retirement.

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