Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

Insights and opinions on the markets, the economy, and what it means for investors.

The Increasing Popularity of SLATs

June 9, 2021 -

With the possibility of sharp decreases in federal estate and gift tax exclusion limits looming on the horizon, SLATs have drawn newfound interest.


Read more

Feeling Blue: Sorting Out 2021’s Tax Proposals

June 9, 2021 -

Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.


Read more

Turner Speaks on WGN Radio 720

May 21, 2021 -

Listen here


Read more

How Much Should You Worry About Inflation in Retirement?

May 6, 2021 -

Calculating a customized inflation rate is better than using a blunt measure like CPI.


Read more

The First Question You Should Ask About In-Retirement Withdrawal Rate

May 6, 2021 -

Striking the right balance between what is sustainable and what is livable is job one.


Read more

Turner Speaks on WGN Radio 720

April 30, 2021 -

Listen here


Read more

VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


Read more

Point of View

April 13, 2021 -

March 2021 Analysis


Read more

Turner Speaks on WGN Radio 720

April 8, 2021 -

Listen here


Read more

Five Steps Women Can Take to Improve Their Retirement Readiness

April 6, 2021 -

The data are sobering about women’s retirement preparedness, but being pre-emptive can help stave off a shortfall.


Read more

An Investing Road Map for Pre-Retirees

April 6, 2021 -

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.


Read more

Point of View

March 22, 2021 -

February 2021 Analysis


Read more

Turner Speaks on WGN Radio 720

March 17, 2021 -

Listen here


Read more

An Investing Road Map for Mid-Career Accumulators

March 5, 2021 -

Key financial priorities for investors in the peak earnings years of their 40s and 50s.


Read more

The Good News About Retirement Income

March 5, 2021 -

A lower starting withdrawal rate does not guarantee you will have to live on less.


Read more

Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

Investing can be complicated, but common portfolio guidelines can be a good starting point.


Read more

Get Your Estate Plan in Gear

February 9, 2021 -

Do not put off this important piece of the financial planning process.


Read more

VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


Read more

The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


Read more

Pages