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.


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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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)


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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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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.


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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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The Bucket Approach to Retirement Allocation

September 1, 2016 -

Meet the challenges of retirement by creating a paycheck from your investment assets.


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7 Retirement Blind Spots

September 1, 2016 -

Proper planning can avoid these nasty financial shocks in retirement.


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Must-Know Money Skills for New College Students

August 26, 2016 -

Openly discussing important money matters such as budgeting, borrowing, and spending wisely should be a family affair.


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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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A Risk Drill For Your Retirement Portfolio

July 19, 2016 -

7 questions to assess the riskiness of your asset allocation, drawdown strategy, and more.


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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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Accumulators: Is Your Retirement Plan on Track?

June 9, 2016 -

Rules of thumb will not cut it for this important question. Learn how to customize based on your own situation.


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Planning and Building an Eldercare Team

May 24, 2016 -

What actions, if any, should a family take if it appears a parent is experiencing diminished mental capacity?


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