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Purpose Financial Planning

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.

Tax Planning

What Tax-Advantaged Alternatives Do I Have?

While stable, CDs can create an income tax bill. Fixed annuities and municipal bonds can offer tax advantages.

Investing

What Is a Closed-End Fund?

With closed-end funds, investors pool their money together to purchase a professionally managed portfolio of stocks and/or bonds.