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.


Market Update

August 6, 2019 -

A timely commentary on recent volatility


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Point of View

August 5, 2019 -

Analysis of Q2 2019


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Can I Use a Roth IRA to Pay for College?

July 25, 2019 -

Consider the pros and cons of using Roth IRAs for college savings.


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An Action Plan for Long-Term Care

July 25, 2019 -

Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.


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Wait, What is That in My 401(k)?

July 3, 2019 -

Take a closer look at your portfolio with these helpful tips


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Yield is Underrated

July 3, 2019 -

Yield is often overlooked as an indicator of risk


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What If This Turns Out to Be a Terrible Time to Retire?

May 29, 2019 -

Key steps to consider as you approach retirement


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How to Avoid IRA Pain Points

May 29, 2019 -

Overcoming common missteps on the road to retirement success


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There Is No Magic Number for Self-Funding Long-Term Care

May 29, 2019 -

We must dig a little deeper to assess the true need.


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2 Estate Planning Tools That Singles Should Consider

May 29, 2019 -

Streamlined advice to keep your affairs in order


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Point of View

April 11, 2019 -

Analysis of Q1 2019


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Do Tax Law Changes Affect IRA Deductibility?

April 4, 2019 -

Helpful insight on recent tax law changes


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Should Your Withdrawals Mirror Your RMDs?

March 25, 2019 -

Considerations to help you for the long haul


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Like-Kind Exchanges

March 11, 2019 -

What's old is new again.


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Paying for College? Two Ways to Lower Your Taxes

March 11, 2019 -

Understand two available tax credits.


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A Ten-Year Lesson

March 11, 2019 -

An opportunity to reflect and learn from our past behaviors.


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A Tax-Efficient Portfolio Makeover

March 1, 2019 -

It may be less painful than you think.


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Point of View

January 30, 2019 -

Analysis of Q4 2018


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What is the Difference Between Marginal and Effective Tax Rates?

January 29, 2019 -

All of the income you make is not taxed at one rate.


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