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James W. Garner, Vice President-Investments


Benjamin F. Edwards

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Articles

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.

Estates & Trusts

How Can I Control the Distribution of My Estate?

If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.

Estates & Trusts

How Can a Living Trust Help Me Control My Estate?

A living trust can help control the distribution of your estate upon death.

Estates & Trusts

What Key Estate Planning Tools Should I Know About?

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

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What Investment Risks Should I Know About?

Understanding different types of investment risk can help investors manage their money more effectively.

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What Are Dividends?

It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

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What Is an IRA Rollover?

If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

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What Is a Roth IRA?

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck