March 2014

What Baseball Can Teach You about Financial Planning
Spring training is a tradition that baseball teams and baseball fans look forward to every year. No matter how they did last year, teams in spring training are full of hope that a new season will bring a fresh start. As this year's baseball season gets under way, here are a few lessons from America's pastime that might help you reevaluate your finances. More Details

Test Your Knowledge of Financial Basics
Working with a trusted financial professional can be a great way to help improve your overall financial situation, but it's not the only thing you can do. Take this brief quiz to see how well you understand a few of the basics. More Details


What's New in the World of Higher Education?
Whether your son or daughter is expecting college decisions any day now or whether you're planning ahead for future years, here's what's new in the world of higher education.

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Graph: The S&P 500 Month by Month in 2013
This chart depicts the month-by-month performance of the S&P 500 in 2013.

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Graph: The Best of Times, the Worst of Times, and 2013
Want to see how domestic equities' price gains in 2013 compare to historic highs and lows?

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014.

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