Financial Wellness Center: Educational Resources

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TOOLS AND INFORMATION TO HELP YOU GET FINANCIALLY FIT, NOW AND FOR THE FUTURE

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Calculator

January 3, 2017

Calculator: What is the Impact of Making Extra Payments

Over the course of a loan amortization, you will spend hundreds, thousands, and maybe even…

Renata Coimbra

Video

January 2, 2017

Creative Financial Planning

In wealth management, creative thinking is both an art and a science. Use this video…

Renata Coimbra

Article

January 1, 2017

What Bond Ratings do Agencies Use?

Bond rating agencies typically use similar scales, and it may be helpful to understand how…

Renata Coimbra

Article

January 1, 2017

What Are Bond Ratings?

Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment…

Renata Coimbra

Article Market Commentary

June 23, 2016

Market Bulletin: Looking Beyond “Brexit”

After several months of speculation on whether or not the United Kingdom will vote to…

Renata Coimbra

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