In This Issue

Independent Investor | February 2016

Exactly how you liquidate your retirement assets will affect your taxes and impact how long those assets last. Be careful to plan a withdrawal strategy that maximizes the benefits of different types of investments.

Bond Market Perspectives | Week of February 8, 2016

During periods of significant downgrades, bond markets often adjust in advance.

Weekly Market Commentary | Week of February 8, 2016

Four of the 10 bear markets since 1968 occurred without an accompanying recession, in 1976, 1987, 1998, and 2011.