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.


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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Do Your Holdings Pass the Decluttering Test?

August 6, 2015 -

Asking how well your holdings are doing their jobs is a starting point for skinnying down your number of holdings.


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The Value of a Financial Advisor

July 17, 2015 -

Technology is best used as a tool, not a solution


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The Risks of DIY Investing

July 15, 2015 -

Biases and misperceptions about risk challenge individual investors


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Life Insurance Review Sheet

Use this worksheet to assist in a policy review


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Insured Bank Deposits™ Program

Competitive rates with full liquidity


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How Your Money is Protected

Levels of protection on investment accounts


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FundSource

A program of select mutual fund portfolios


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Envision® Workbook

Questionnaire to assist in investment planning


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Envision® Short Profile

Questionnaire to assist in investment planning


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