Newsletters

Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
HOT TOPIC: Revisiting the 4% Rule

For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
Passive, Active, or Both?

Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.