Lesley Sommers, President

Newsletters
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Three Market-Moving Economic Indicators to Watch
Among all the economic indicators released each month, these three reports may have the strongest effect on the market.
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Do You Have Enough Life Insurance?
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.