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.


Floating Rate Securities

Interest rates reset periodically


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Callable Step-Up Investments

Higher potential returns than noncallable investments


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Bond Swapping

Changing bonds within a portfolio


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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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