White Papers



Posted below are some articles that you may find enjoyable, written by peers in the industry.

Click here to download New Insights for Talking Points for Advisor’s Clients

Click here to download Beyond the Bond Benchmark

Click here to download 2019 Global Investment Outlook

Click here to download 4Q 2018 Muni Market Recap and Outlook

Click here to download Mid-Year Testing for 401(k) plans

Click here to download Fiduciary FAQ

Click here to download A New Approach to Retirement Income: Next Gen vs. Traditional VAs