Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

Insights and opinions on the markets, the economy, and what it means for investors.

Popular Social Security Strategy on the Chopping Block

November 1, 2015 -

File-and-suspend is on the way out, but couples can still employ other maneuvers for maximizing their benefits.


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7 Tips for RMD Season

October 15, 2015 -

Reducing the tax pain and improving your portfolio, too


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What Will Inflation Be?

October 15, 2015 -

Your personal inflation rate is unique, based on your age and your lifestyle.


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4 Portfolio Takeaways From the Recent Market Volatility

October 8, 2015 -

The short sell-off can provide valuable insights into how you manage your portfolio going forward.


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Dividends and Taxes: Dos and Don'ts

October 1, 2015 -

Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.


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Dos and Don’ts for Mutual Fund Capital Gains

September 24, 2015 -

Selling pre-emptively may make sense on a few occasions, but not usually.


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First Comes Love, Then Finances

September 15, 2015 -

An early discussion can set the stage for a more secure future.


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The Power of Diversification

September 9, 2015 -

Many investors struggle to put this important concept into practice.


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Retirement: Reality vs. Delusion

September 9, 2015 - 59% of pre-retirees planned to stop working gradually, yet only 22% of retirees had done so.
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Doing Good While Doing Well

September 1, 2015 -

Consider leaving your IRA to charity


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Do Your Holdings Pass the Decluttering Test?

August 6, 2015 -

Asking how well your holdings are doing their jobs is a starting point for skinnying down your number of holdings.


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The Value of a Financial Advisor

July 17, 2015 -

Technology is best used as a tool, not a solution


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The Risks of DIY Investing

July 15, 2015 -

Biases and misperceptions about risk challenge individual investors


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AMT Does Not Have To Stand For “Assume More Tax”

June 9, 2015 -

Muni bonds exempt from Alternative Minimum Tax (AMT) may help impacted investors.


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6 Questions to Ask Before Relocating in Retirement

June 7, 2015 -

Review this checklist of financial concerns first


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Is Your Estate Plan Obsolete?

May 5, 2015 -

Negative tax consequences make A/B estate plans less attractive than they once were.


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A Hierarchy for Retirement Savings

April 30, 2015 -

Confused about which vehicles to fund first? We can help.


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Inflation Protection: How Much Do You Need?

April 19, 2015 -

Answering these questions can help you right-size your portfolio’s inflation hedges.


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An International Investing Primer

April 14, 2015 -

A diversified portfolio means exposure in international assets


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Coping with Near-Term Fluctuations

April 1, 2015 -

Adopting a long-term perspective can prove helpful


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