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.


3 Popular ETF Questions Answered

September 1, 2014 -

Learn about the pricing and tax advantages of ETFs


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The “Kiddie” Tax

September 1, 2014 -

Gain a basic understanding of how children are taxed


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Floating-Rate Options When Interest Rates Rise

September 1, 2014 -

Floating-rate securities are often used to reduce rate sensitivity.


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When Should You Start Taking Social Security?

August 1, 2014 -

Helpful advice for one of your most important retirement questions


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Teaching Fiscal Responsibility

July 28, 2014 - Vaccinating your children against “affluenza”
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Understanding Bonds

July 28, 2014 -

Considering risk within this category of fixed income investments


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Fixed Income Investing

July 28, 2014 -

Securing returns in a low rate environment


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Investing in Real Estate

July 1, 2014 -

The best of both worlds: The income-earning potential of bonds and price appreciation opportunity of stocks


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Chasing Performance

June 1, 2014 -

Timing factors in heavily to an investor's overall return.


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How Money Myths Come Between Couples

May 22, 2014 -

Couples should have the financial discussion well before they think they need it


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Giving Stock to Another Person

May 1, 2014 -

What you need to know before giving assets for tax and estate planning purposes


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Income Into Retirement

April 21, 2014 -

Do you know how to safely retire?


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Back Door Roth IRAs: Should You Have One?

April 21, 2014 -

Converting traditional IRAs to a Roth


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The Next Phase

April 21, 2014 - Relocating in retirement
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Providing for Parents

April 21, 2014 -

Planning ahead to preserve wealth and cover costs


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When to Begin Social Security Benefits

April 21, 2014 -

Retire early or maximize monthly payments


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5 Estate Planning Tasks You Should Not Put Off

April 1, 2014 -

Regardless of changing legislation, these estate planning tactics are timeless.


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5 Strategies to Maximize Your IRA

April 1, 2014 -

Make the most of your IRA with these helpful tips


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All Eyes on China

March 11, 2014 -

A closer look at our trade balance


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529 Plan Participants Deserve Better Disclosure

March 1, 2014 -

Better-informed investors can make better decisions, but most 529 Plans are not providing basic information.


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