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.


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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3 Popular ETF Questions Answered

September 1, 2014 -

Learn about the pricing and tax advantages of ETFs


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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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The “Kiddie” Tax

September 1, 2014 -

Gain a basic understanding of how children are taxed


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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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Providing for Parents

April 21, 2014 -

Planning ahead to preserve wealth and cover costs


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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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