Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Looking Ahead and Chaos Abounds

November 5, 2018 -

Chief Investment Officer of Disciplined Equities Jon Quigley shares his perspective for Q4 2018.


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Our Perspective on Recent Market Volatility

November 5, 2018 -

Gary Lenhoff, Chief Investment Officer of Fundamental Equities shares his perspective on October market turbulence.


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'Tis The Season...To Review Your Estate Plan

November 1, 2018 -

An estate plan should not be static.


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How to Escape from a Lousy Health Savings Account

October 25, 2018 -

Make the most of this important benefit, regardless of your employer’s chosen provider.


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The Keys to Financial Success Are Incredibly Mundane

October 25, 2018 -

Simple tips for a brighter financial future


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Point of View

October 15, 2018 -

Analysis of Q3 2018


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Why You Should Fill Out the FAFSA

September 26, 2018 -

Even if you think it is a waste of time, this 30-minute activity can determine a student’s eligibility for a myriad of grants and aid for all income levels.


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

September 26, 2018 -

The same forces fueling retirement confidence also have the potential to work against new retirees in the years ahead.


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What the New Law Means for Charitable Giving

September 6, 2018 -

Some changes, but the basic structures available remain in place


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Estate Planning for Every Stage of Life

September 6, 2018 -

Estate planning is for everyone, wealthy or not.


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5 Retirement Planning Blind Spots

September 5, 2018 -

Consider these common trouble spots that have the potential to catch you off guard.


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Traditional 401(k) versus Roth 401(k)

September 5, 2018 -

How do they differ and which one is right for you?


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Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


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How to Extract Income from a Retirement Portfolio

July 31, 2018 -

A pure income approach is still the answer for some, while other retirees cannot afford to subsist on income alone.


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How to Tame Your Financial Records

July 31, 2018 -

Most of us could use some advice with better managing our financial records. Look no further.


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Point of View

July 26, 2018 -

Analysis of Q2 2018


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7 Financial Tips for New Graduates

July 3, 2018 -

One of the best gifts you can give is to impart a little bit of financial wisdom.


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Retiree Do’s and Don’ts in a Rising-Rate Environment

July 3, 2018 -

Consider your financial and portfolio strategies amid expected future interest-rate hikes


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Where Do IRAs Fit in Your Retirement Distribution Plan?

June 1, 2018 -

Tips for successful money management during retirement


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The Short Answer: Bonds in a Rising Rate Climate

May 31, 2018 -

Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?


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