Financial Outlook Upcoming Topics

Below is a list of upcoming and past topics for Financial Outlook. If you would like to see the full issue, simply email us at Please take a moment to review all of the personalization options available with Financial Outlook. Each issue of Financial Outlook has been reviewed by FINRA, but your compliance department may also require review of the newsletter before sending to your clients and prospects.

June 2020:

  • How Flexible Is Your Financial Plan?
  • 4 Steps to Boost Financial Confidence
  • Your Risk Tolerance and Retirement
  • Sharing an Inheritance
  • Staggered Retirements (substitute feature article)

May 2020:

  • Sufficient Funds for Your Entire Retirement
  • Your Retirement Portfolio and Bonds
  • Financial Tips for the Sandwich Generation
  • The Basics of Asset Allocation
  • What to Do If Your Budget Isn’t Working (substitute feature article)

April 2020:

  • Answers to Important Financial Questions
  • 7 Psychological Traps
  • 4 Reasons for Goal-Focused Investing
  • Developing the Plan Is Not Enough
  • Market Timing vs. Buy and Hold (substitute feature article)

March 2020:

  • How Much Will College Really Cost?
  • Retirement Planning for Stay-at-Home Parents
  • Fun Ways for the Family to Save
  • Converting to a Roth IRA
  • Retirement Withdrawal Strategies (substitute feature article)

February 2020:

  • Making Money Last through Retirement
  • When Should You Consider a 401(k) Plan?
  • 5 Reasons to Start Saving
  • Financial Management for College Students
  • Encourage the Importance of Saving (substitute feature article)

January 2020:

  • Avoid These Estate Planning Mistakes
  • When Should You Sell?
  • 4 Reasons to Invest in Bonds
  • A Portfolio Tune-Up
  • Teaching Your Children to Handle Credit Cards (substitute feature article)

December 2019:

  • An Introduction to Stock Analysis
  • The Psychology of Saving
  • Learning Lessons from the Stock Market
  • Can You Really Save 50% of Your Income? (substitute feature article)

Financial Outlook November 2019:

  • Ways to Save for Retirement
  • Managing Bond Risks
  • Avoid These 401(k) and IRA Mistakes
  • Principles of Stock Diversification
  • Your 401(k) Contribution Amount (substitute feature article)

Financial Outlook October 2019:

  • Dow Theory: Curbing Emotional Investing
  • Having the Talk
  • How to Get a Handle on Spending
  • How Much of Your Portfolio Should Be in Stock? (substitute feature article)

Financial Outlook September 2019:

  • Estate-Planning Checklist
  • Merging Finances When Marrying
  • Everyone’s Plan Is Different
  • Why Tax Planning Matters
  • Emotional Issues That Prevent Estate Planning (substitute feature article)

Financial Outlook August 2019:

  • Bond Investing Strategies
  • Assessing Your 401(k) Plan
  • Give Yourself a Money Makeover
  • Bond Investing Tips (substitute feature article)

Financial Outlook July 2019:

  • Tax Planning and Retirement
  • Review Your Portfolio’s Performance
  • Your Parents’ Estate Plans
  • Is Your 401(k) Plan Enough?
  • Calculating Your After-Tax Rate of Return (substitute feature article)

June 2019:

  • Calculating Your Financial Ratios
  • Don’t Underestimate Inflation in Retirement
  • Managing Correlations
  • 7 Steps to Make Saving a  Habit
  • Why Isn’t Inflation Zero Percent? (substitute feature article)

May 2019:

  • 5 Steps to Create an Investment Plan
  • Distributing Your Estate to Grown Children
  • Don’t Make These Selling Mistakes
  • 4 Steps to Create a Budget
  • What Happens to a Beneficiary’s Share If He/She Dies before You? (substitute feature article)

April 2019:

  • Get These Decisions Right
  • Keeping Expectations in Check
  • Preventing Identity Theft
  • Reviewing Legal Documents (substitute feature article)

March 2019:

  • How Much Do You Really Need to Retire?
  • Watch Out for Portfolio Mistakes
  • Should You Even Consider Early Retirement?
  • Asset Allocation and Diversification
  • Segregating Your Risk (substitute feature article)

February 2019:

  • To Buy or Not to Buy
  • Retirement Planning Assumptions
  • Avoid This Mistake
  • Advice on Saving for Children
  • Drawdown Retirement Funds Carefully (substitute feature article)

January 2019:

  • Securing Your Financial Future
  • Nuturing Your IRA
  • Using P/E ratios
  • Are You Ready for Retirement?
  • Choosing Beneficiaries for Your 401(k) Plan (substitute feature article)

December 2018:

  • Growing Your 401(k) Plan
  • 5 Rules for Buying Your First Home
  • Taking Required Minimum Distributions
  • How Much Do You Need in Retirement?
  • Growth vs. Value Investing (substitute feature article)

November 2018:

  • Watch Out for Retirement Derailers
  • 5 Stock Investing Mistakes to Avoid
  • Decisions Regarding College Funding
  • Understanding Stock Market Risk
  • Credit Issues as You Age (substitute feature article)

October 2018:

  • Squeezed by Competing Needs
  • Revisit Your Asset Allocation
  • Time — Friend or Foe?
  • Should You Defer Income Taxes?
  • Do You Have Too Much Debt? (substitute feature article)

September 2018:

  • Bonds at Every Stage of Life
  • How to Manage Your Nest Egg
  • Expenses Cutting into Savings?
  • Why Should You Consider Bonds? (substitute feature article)

August 2018:

  • Leaving a Legacy
  • Downside of Taxes Determining Strategy
  • Cut Financial Clutter
  • What Is Tax Loss Harvesting?
  • A Tax Planning Mentality (substitute feature article)

July 2018:

  • How to Save More: Step by Step
  • Myths about College Planning
  • How Much Can You Withdraw during Retirement?
  • When Adult Children Return Home (substitute feature article)

June 2018:

  • Your Financial Road Map
  • Easing into Retirement
  • 5 Estate-Planning Tips for Dependents
  • 7 Ways to Pay Less for College
  • A Budget for College Students (substitute feature article)

May 2018:

  • Reassess Your Retirement Plans
  • How and Why to Build a Bond Ladder
  • Should You Stay or Should You Go?
  • Retirement Planning for Stay-at-Home Parents
  • The Fundamental Investing Principle (substitute feature article)

April 2018:

  • Estate Planning for Complicated Family Situations
  • 4 Steps to Boost Financial Confidence
  • Distributing Personal Possessions
  • Encourage Your Child to Fund an IRA
  • Don’t Forget Digital Assets in Your Estate Plan (substitute feature article)

March 2018:

  • Focus on the Basics
  • Raising a Financially Responsible Child
  • Don’t Touch Your 401(k) Funds
  • The ABCs of Risk Premiums
  • Straighten Out Your Financial Accounts (substitute feature article)

February 2018:

  • Which Is Better? Saving or Paying Down Debt?
  • Assessing Your Risk Tolerance
  • Your Emotions and Investing
  • Challenges to Your Retirement
  • Watching Your Stocks (substitute feature article)

January 2018:

  • Pump Up Your Retirement Savings
  • Talking to Parents about Finances
  • Your Financial Plan and Life Events
  • Keeping Track of Retirement Funds
  • The Need for an IRA (substitute feature article)

December 2017:

  • What’s a Reasonable Rate of Return?
  • An Investment Plan for College
  • How to Avoid Credit Card Dependence
  • Encourage the Importance of Saving
  • Borrow Wisely (substitute feature article)

November 2017:

  • Looking for Signals to Buy and Sell?
  • Financial Education for Your Teen
  • Tactical Allocation and Market Timing
  • 5 Reasons to Start Saving More
  • Pay Yourself First (substitute feature article)

October 2017:

  • Tips for Cutting Taxes in Retirement
  • Talking to Your Family about Your Estate Plan
  • Invest Defensively
  • Tips for Your 401(k) Plan
  • Consider a Bond Tent (substitute feature article)

September 2017:

  • Diversifying Your Bond Portfolio
  • Keep Expectations in Check
  • Dealing with Stock Losses
  • Retirement Planning Advice for Students
  • Which Goal Is More Important? (substitute feature article)

August 2017:

  • Estate-Planning Tips for Baby Boomers
  • Rebalance Your Portfolio
  • Your 401(k) Plan Has Hidden Gems
  • Sufficient Funds for Your Entire Retirement
  • Higher Exclusion Limits and Trusts (substitute feature article)

July 2017:

  • How Flexible Is Your Financial Plan?
  • Should You Stay or Should You Go?
  • 4 Reasons to Encourage Part-Time Jobs
  • Incorporating Bonds in Your Portfolio
  • Consider Maturity Dates (substitute feature article)

June 2017:

  • Consider These Investment Tax Strategies
  • Guarding Your Financial Information
  • Taking the Plunge: When Should You Retire?
  • A Tax Planning Perspective (substitute feature article)

May 2017:

  • A 3-Step Asset Allocation Plan
  • Financial Rules of Thumb
  • How to Save Without Pain
  • 10 Common Investor Mistakes
  • Why Budgets Are Important (substitute feature article)

April 2017:

  • The Practical Implications of Investment Theory
  • Avoid These 5 401(k) Plan Mistakes
  • Invest at Your Own Risk
  • Does Buy and Hold Still Make Sense?
  • Asset Correlation: What Is It and How Do You Use It? (substitute feature article)

March 2017:

  • Start Longevity Planning Now
  • The DOL Fiduciary Rule: What You Need to Know
  • Retirement Catch-Up Strategies
  • Withdrawal Strategies Are as Important as Planning Strategies (substitute feature article)

February 2017:

  • Is It Time to Rethink College?
  • How to Set Savings Goals
  • Drawdown Retirement Funds Carefully
  • The Cost of Not Planning Ahead
  • Shopping for Value in a College Education (substitute feature article)

January 2017:

  • Your Financial Roadmap
  • Risk Tolerance and Your Retirement Portfolio
  • Manage Your Home Investment
  • Overcoming 5 Retirement Fears
  • Dealing with a Spouse’s Credit Issues (substitute feature article)