Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your employee benefits situation. We have created this Web site to help you gain a better understanding of the financial concepts behind employee benefits, insurance, investing and retirement. Most important, we hope you see the value of working with skilled professionals to pursue employee benefits worthy of an "employer of choice".
We're here to help educate you about the basic concepts of benefit management; to help you learn more about who we are; and to give you fast, easy access to market data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of employee benefits.
Newsletters
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Credit Card Debt
How Long Will It Take to Pay my Balance?