Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


Information vs. Advice

February 24, 2017 -

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


Read more

Retirement Planning for One

February 24, 2017 -

Planning and steps to consider for singles


Read more

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.


Read more

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.


Read more

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.


Read more

Point of View

February 1, 2017 -

Analysis of Q4 2016


Read more

Possible Retirement Policy Changes in a Trump Administration

January 20, 2017 -

Taking a look at retirement-related issues that could see action in Washington in the coming year.


Read more

What is on Deck For Your 2017 Taxes?

January 9, 2017 -

The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.


Read more

2017 Tax Planning Checklist

A guide to assist you quarter-by-quarter


Read more

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.


Read more

How Trump Has Changed Inflation Expectations

December 16, 2016 -

Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher.


Read more

8 Questions for RMD Season

December 16, 2016 -

We are coming into the year’s home stretch; do you know where your required minimum distributions are?


Read more

Essential Financial-Planning Numbers for 2017

December 16, 2016 -

The skinny on retirement-plan contributions, Social Security, and more.


Read more

December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


Read more

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.


Read more

Roll Over Your 401(k) or Leave It Behind?

December 1, 2016 -

Considerations for when you should—or should not—roll over your old 401(k)


Read more

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.


Read more

Tax-Gain Harvesting Can Be a Profitable Strategy

November 25, 2016 -

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


Read more

Is a Donor-Advised Fund Right for You?

November 25, 2016 -

A look at some of the pros and cons of these increasingly popular investment vehicles.


Read more

Point of View

November 21, 2016 -

Analysis of Q3 2016


Read more

Pages