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.


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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Envision® Appointment Checklist

Prepare for the planning process


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Guardianship Services

Professional, compassionate management


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Estate Settlement Services

Highly-trained and experienced estate administrators


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Custody and Escrow Services

Administering securities and managing specialized accounts


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Asset Advisor

A client-directed, nondiscretionary investment program


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AMT Does Not Have To Stand For “Assume More Tax”

June 9, 2015 -

Muni bonds exempt from Alternative Minimum Tax (AMT) may help impacted investors.


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6 Questions to Ask Before Relocating in Retirement

June 7, 2015 -

Review this checklist of financial concerns first


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