Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

The ‘Right’ Rebalancing Strategy Depends on Your Life Stage

March 2, 2017 -

De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.


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Keeping it in the Family

February 24, 2017 -

The most critical factor in maintaining a vacation home is intrafamily dynamics.


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Information vs. Advice

February 24, 2017 -

The true answer to most questions is, "it depends"


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Retirement Planning for Special-Needs Families

February 16, 2017 -

Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.


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Will Pro Rata Rules Trip Up Your Retirement Plan?

February 16, 2017 -

Failing to understand these rules can force investors to pay more in taxes than they expected to.


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Are Roth or Traditional IRA Contributions Better?

February 16, 2017 -

Take the tax break at the time of contribution or save it for later? We discuss the considerations.


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2017 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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Do Not Write Off Tax-Loss Selling in a Strong Market

December 16, 2016 -

Even buy-and-hold investors may be able to identify worthy candidates.


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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


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Selecting a Successor Trustee

December 1, 2016 -

Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.


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Have You Taken a Good Look at an HSA?

November 25, 2016 -

For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.


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Tax-Gain Harvesting Can Be a Profitable Strategy

November 25, 2016 -

‘Stepping up’ cost basis can reduce tax bills for lower-income investors.


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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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5 Pitfalls to Avoid During Mutual Fund Capital Gain Distribution Season

September 30, 2016 -

Unwanted distributions will be here before you know it—navigate them wisely


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8 Steps to Wealth Protection for Aging Investors

September 30, 2016 -

How you can make a plan to protect yourself—or an aging parent


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6 Fast Facts About 529s

September 5, 2016 -

Must-know information for anyone considering a 529.


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6 Tips for Family Trustees

August 1, 2016 -

Knowing when you need help, being impartial, and documenting everything are central to being a successful trustee.


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401(k) Investors: Avoid These 20 Mistakes

July 29, 2016 -

While company retirement plans often have guardrails, investors can goof with contributions, investment selections, loans, and withdrawals.


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Do Not Get Caught by These 10 Behavioral Pitfalls

July 1, 2016 -

Successful investing requires a rare ability to overcome one’s own psychological weaknesses—but you have to identify them first.


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How Your Investment Income is Taxed

June 9, 2016 -

A quick rundown of how the income produced by different investment types is treated at tax time.


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