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.


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.


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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.


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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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How Trump Has Changed Inflation Expectations

December 16, 2016 -

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


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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?


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Essential Financial-Planning Numbers for 2017

December 16, 2016 -

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


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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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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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