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• Research Team

Associates

• Kent Rains, CRPC
• Scott Babcock, MBA
• Maxine "Max" Christensen
• Mary Alice Jones
• Lisa Johnston

Learning Center

Calculators

• Cost of Retirement
• Required Minimum Distributions
• Impact of Inflation
• Retirement Plan Early Distribution
• Personal Inflation Rate
• Retirement Portfolio Lifespan
• Federal Income Tax
• Tax-Deferred Savings
• IRA Eligibility
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• Taxable Equivalent Yield
• Net Worth

Flipbooks

• Financial Management Insight: Strategies to Help Build Your Future
• Understanding Social Security and Medicare: America’s Retirement Safety Net
• Higher Education: College Saving and Funding Strategies
• Investing Basics: Embark on Your Wealth-Building Journey
• Time to Get Tax-Savvy: Managing Your Tax Burden
• Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
• Wealth Preservation: Planning to Leave a Legacy
• Financial Protection: Using Insurance to Help Manage Life’s Risks

Research Articles

• Why Cetera Research?
• 2nd Quarter 2012
• 1st Quarter 2012
• 4th Quarter 2012 Outlook
• 3rd Quarter 2012
• 4th Quarter 2012
• 1st Quarter 2013
• 2013 Mid-Year Market Outlook
• Quarterly Recap - 2nd Quarter 2013
• 2013 Fourth Quarter Market Outlook
• Quarterly Recap - 3rd Quarter 2013
• Quarterly Recap - 4th Quarter 2013
• Annual Market Recap - 2013
• Quarterly Recap 1st Quarter - 2014
• Market Outlook - Mid-Year 2014
• 2014 Fourth Quarter Market Outlook
• Quarterly Recap - 3rd Quarter 2014
• Market Outlook - 2015
• Quarterly Recap - 4^th Quarter 2014
• Annual Market Recap - 2014
• 2nd Quarter 2015 Market Outlook
• Quarterly Recap 1st Quarter - 2015
• 2012 Outlook
• January 11th 2012
• February 1st 2012
• March 5th 2012
• March 22nd 2012
• April 12th 2012
• April 19th 2012
• May 2nd 2012
• May 30th 2012
• June 20th 2012
• July 26th 2012
• August 7th 2012
• November 7th 2012
• December 13th 2012
• April 2nd 2013
• May 2nd 2013
• June 28th 2013
• July 7th 2013
• July 7th 2013 Long Version
• August 22nd 2013
• September 9th 2013
• September 24th 2013
• October 3rd 2013
• October 10th 2013
• November 12th 2013
• February 5th 2014
• February 18th 2014
• March 3rd 2014
• March 17th 2014
• April 7th 2014
• April 16th 2014
• May 1st 2014
• May 13th 2014
• May 30th 2014
• July 30th 2014
• August 1st 2014
• August 5th 2014
• September 3rd 2014
• September 4th 2014
• September 19th 2014
• September 18th 2014
• September 26th 2014
• October 10th 2014
• October 15th 2014
• October 27th 2014 #1
• October 27th 2014 #2
• November 6th 2014
• November 14th 2014
• November 26th 2014
• December 15th 2014
• December 19th 2014
• December 26th 2014
• January 9th 2015
• January 16th 2015
• Feburary 5th 2015
• March 3rd 2015
• March 11th 2015
• April 9th 2015
• May 4th 2015
• January 2012
• February 2012
• April 2012
• May 2012
• July 2012
• August 2012
• October 2012
• November 2012
• February 2013
• April 2013
• July 2013
• August 2013
• October 2013
• November 2013
• January 2014
• February 2014
• April 2014
• May 2014
• July 2014
• August 2014
• October 2014
• November 2014
• January 2015
• February 2015
• April 2015
• May 2015
• Estate Planning
• Avoiding Probate
• Charitable Giving
• Controlling the Distribution
• Gifting Strategies
• Charitable Lead Trusts
• Charitable Remainder Trusts
• History of the Federal Estate Tax
• IRA Rollover
• Why Purchase Annuities
• How Much Do I Need to Save?
• A New Chapter for Retirement
• Future of Social Security
• Social Security Income
• Charitable Trust Tax Benefits
• Tax-Advantaged Investments
• Tax Deductions
• Tax-Advantaged Alternatives
• Tax Strategies for Retirement Plans
• Tax-Free Investments
• Diversification
• Types of Bonds
• Bonds
• Investment Risks
• Doubling Your Money
• Managing Cash
• Effects of Inflation
• Why Purchase Life Insurance
• Annuities as an Insurance Product

Videos

• Should You Pay Off Debt or Save for Retirement?
• Should You Sell When the Market Drops?
• Inflation: The Sneaky Thief
• How Pre-Tax Contributions Affect Your Paycheck
• 3 Potential Benefits of Dollar-Cost Averaging
• Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
• The Basics of Social Security Retirement Benefits
• Financial Planning: Helping You See the Big Picture
• Stocks and Stock Mutual Funds 101
• Bonds and Bond Mutual Funds 101
• The Pros and Cons of a Big Tax Refund
• The Retirement Income Factor
• American Tax Burden
• What Is Investment Risk?
• Do You Know Who Your Beneficiaries Are?
• Protecting Your Dependents with Life Insurance
• The Value of a Bond
• What Would Happen to Your Estate?
• What Is An Annuity?
• Bringing Up Baby

Glossary

Quote Requests

• Long-Term Care Insurance
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• Life Insurance
• Individual Health
• Disability Income Insurance
• 401(k) Information Request
• Information Request

Market Watch

• Market Watch
• Detailed Quotes
• Symbol Lookup
• Multi Quote
• Markets at a Glance
• Charting
• Portfolios

Flipbooks