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.


Bond Portfolio Laddering

A bond purchasing strategy


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Planning for the Dementia Factor in Retirement

December 12, 2015 -

Options if you think an IRA beneficiary may develop a mental disability.


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Charitable Lead Trusts

Tax-savvy gifting that also serves to pass wealth to future generations.


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Charitable Remainder Trusts

Tax-savvy gifting that also creates diversification and a long-term income stream.


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2016 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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Individual Bonds: Are They the Answer for Rising Rates?

November 18, 2015 -

Individual bonds can be held to maturity, but have a few key drawbacks.


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Why Sustainable, Responsible Investing?

November 16, 2015 -

The implications of investing are broader than dollars and cents.


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Growing Income in Retirement

November 9, 2015 -

Strategies to consider to generate income for life


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5 Year-End Portfolio Mistakes to Avoid

November 5, 2015 -

What makes sense from a portfolio standpoint may not add up from a tax standpoint.


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ETFs: Passive, Active, or Smart Beta?

November 1, 2015 -

As the popularity of exchange-traded funds has grown, so has their complexity.


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Popular Social Security Strategy on the Chopping Block

November 1, 2015 -

File-and-suspend is on the way out, but couples can still employ other maneuvers for maximizing their benefits.


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7 Tips for RMD Season

October 15, 2015 -

Reducing the tax pain and improving your portfolio, too


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What Will Inflation Be?

October 15, 2015 -

Your personal inflation rate is unique, based on your age and your lifestyle.


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4 Portfolio Takeaways From the Recent Market Volatility

October 8, 2015 -

The short sell-off can provide valuable insights into how you manage your portfolio going forward.


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Dividends and Taxes: Dos and Don'ts

October 1, 2015 -

Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.


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Dos and Don’ts for Mutual Fund Capital Gains

September 24, 2015 -

Selling pre-emptively may make sense on a few occasions, but not usually.


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First Comes Love, Then Finances

September 15, 2015 -

An early discussion can set the stage for a more secure future.


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The Power of Diversification

September 9, 2015 -

Many investors struggle to put this important concept into practice.


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Retirement: Reality vs. Delusion

September 9, 2015 - 59% of pre-retirees planned to stop working gradually, yet only 22% of retirees had done so.
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Doing Good While Doing Well

September 1, 2015 -

Consider leaving your IRA to charity


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