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.


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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Investing in Commodities

October 1, 2014 -

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


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Concerned About Longevity?

October 1, 2014 -

Three mistakes to avoid depleting your assets


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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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3 Popular ETF Questions Answered

September 1, 2014 -

Learn about the pricing and tax advantages of ETFs


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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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