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.


Should You Make Aftertax Contributions to Your 401(k)?

February 1, 2015 -

New IRS guidelines enable heavy savers to get more assets into the Roth column.


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Millenials and Money

January 27, 2015 -

A generation scared


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


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Retirement Planning

January 21, 2015 -

Simple steps for late savers


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Avoiding Retirement Savings Mistakes

January 12, 2015 -

How to avoid the mistakes that can reduce income security


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5 RMD Pitfalls to Avoid

December 18, 2014 -

Important considerations for your annual withdrawals


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Declining Oil Prices

December 14, 2014 -

The impact on investors


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A Playbook for Investing in Alternatives and Diversifiers

December 11, 2014 -

Key considerations when adding REITs and other alternatives to your portfolio


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How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


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Risk, Not Volatility, is the Real Enemy

December 1, 2014 -

Understand the important distinction to put your investments on solid ground


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Target-Date Funds: To vs. Through Construction

November 1, 2014 -

Choose the strategy that best fits your risk profile


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A Tax-Smart Plan for Retirement Withdrawals

November 1, 2014 -

Take a closer look at the sequence of your withdrawals to preserve your tax benefits


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Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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Capture Ratios

October 22, 2014 -

Managing portfolios in today’s volatile environment


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Leaving IRA Assets to Your Loved Ones

October 10, 2014 -

Consider these dos and don’ts as you formulate your estate plan


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How to Handle Beneficiary Designations

October 10, 2014 -

Tips for avoiding costly consequences


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Concerned About Longevity?

October 1, 2014 -

Three mistakes to avoid depleting your assets


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Investing in Commodities

October 1, 2014 -

Consider adding this alternative asset class to reduce volatility without sacrificing potential returns


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