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.


Point of View

August 13, 2020 -

Analysis of July 2020


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A Midyear Portfolio Checkup in 7 Steps

August 6, 2020 -

After the first-quarter market volatility, the time is right to see if any adjustments are in order.


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Time to Think Big

August 6, 2020 -

If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.


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Strategies for Maximizing Cash Flow with the CARES Act

August 4, 2020 -

Provisions in the Act allow taxpayers to potentially generate cash flow in 2021 and beyond


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Turner Speaks on WGN Radio 720

July 24, 2020 -

Audio is now available


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Point of View

July 14, 2020 -

Q2 2020 Economic Commentary and Capital Market Update


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Time to Rebalance?

July 2, 2020 -

Hands-off investors are apt to find that it is time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.


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What Prior Market Crashes Can Teach Us About Navigating the Current One

July 2, 2020 -

The regularity of market crashes is a reminder that patience is key to investing in equity markets.


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Investing Habits in Times of Turmoil

June 16, 2020 -

When life is most disrupted, we have an opportunity to plan for future normalcy.


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Is Recency Bias Swaying Your Investing Decisions?

June 2, 2020 -

How memories of market crashes could be clouding your judgment now.


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What Ultralow Yields Mean for Your Financial and Retirement Plan

June 2, 2020 -

With cash and bond yields so low, the “safe” return of other nonportfolio assets is even more attractive.


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The Main Street Lending Program: The Latest COVID-19 Relief Effort

May 12, 2020 -

A highway to $600 billion in credit for small and mid-sized businesses


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It is Time to Look at Tax-Loss Selling

May 6, 2020 -

There is no telling if stocks have bottomed, but selling losing positions can help you find a silver lining in a down market.


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10 Sources of Emergency Cash, Ranked from Best to Worst

May 6, 2020 -

The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they are not likely to be your best source of emergency cash.


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Pandemic Rages On, So Do 1031s

April 9, 2020 -

New guidelines to assist sellers with extensions of 1031 exchange deadlines were issued on April 9, 2020.


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Can You Still Retire Soon?

April 3, 2020 -

A volatile market could have you rethinking some long-held retirement plans, especially if you are close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.


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Where to Go for Income in a Low-Yield World

April 3, 2020 -

If you are on the hunt for yield, be sure to mind the downside.


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The CARES Act: Part Three of the COVID-19 Relief Effort

April 1, 2020 -

What this emergency $2 trillion package means for individuals and businesses.


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Families First Coronavirus Response Act

March 24, 2020 -

What small- and mid-sized companies need to know now.


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Tax Payment Relief & Planning Opportunities In a Down Market

March 19, 2020 -

Tax strategies to consider in light of the market sell-off and IRS Notice 2020-17.


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