Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

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

All Eyes on China

March 11, 2014 -

A closer look at our trade balance


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ETFs Versus Actively-Managed Funds

March 1, 2014 -

Consider costs, style, transparency of investments, manager performance, and tax implications when evaluating management styles


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529 Plan Participants Deserve Better Disclosure

March 1, 2014 -

Better-informed investors can make better decisions, but most 529 Plans are not providing basic information.


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Budgeting Your Risk

January 21, 2014 -

An advanced portfolio construction strategy


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Financial First Steps After Having A Baby

January 1, 2014 -

The arrival of a baby is an exciting event, but it also brings additional financial challenges and decisions for the whole family.


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Dispelling Myths About 529 Plans

January 1, 2014 -

Make better decisions with a firm grasp on your college savings options


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How Long Will You Live?

December 1, 2013 -

A guide to guessing and planning for the future


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Making Annual $14,000 Gifts

December 1, 2013 -

Everything you need to know about the simplest estate planning tool around


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How Long to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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Saving is Not Enough

November 1, 2013 -

Find an investment style that complements your appetite for risk


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One Goal

October 21, 2013 -

Steps for achieving success


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All in the Family

October 21, 2013 -

Transferring property to the next generation


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'Tis The Season...To Review Your Estate Plan

October 21, 2013 -

An estate plan should not be static.


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What is a Revocable Living Trust?

October 1, 2013 -

Living trusts can help address a number of important issues, but they are not for everyone.


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3 Reasons to Add ETFs to Your Portfolio

October 1, 2013 -

Innovative offerings in equities, fixed income and alternatives have made ETFs one of the fastest-growing investment vehicles in the financial industry.


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How Much Should Your Legacy Be?

August 6, 2013 -

Consider these important questions to construct a thoughtful estate plan


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10 Questions to Ask About Annuities

August 1, 2013 - Key considerations for an annuity purchase
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Estate Planning

July 25, 2013 -

Preparing the next generation


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