Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

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

Investing Habits in Times of Turmoil

June 16, 2020 -

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


Read more

Is Recency Bias Swaying Your Investing Decisions?

June 2, 2020 -

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


Read more

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.


Read more

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


Read more

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.


Read more

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.


Read more

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.


Read more

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.


Read more

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.


Read more

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.


Read more

Families First Coronavirus Response Act

March 24, 2020 -

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


Read more

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.


Read more

Budgeting

March 13, 2020 -

Where is your money going?


Read more

How Secure Are Your Finances?

March 9, 2020 -

Revisiting retirement and estate plans is a must under the new SECURE Act.


Read more

How Much Risk Should I Take When Investing?

February 28, 2020 -

Determine your ideal risk level in three easy steps.


Read more

Could Later RMDs Lower Your Tax Bill?

February 28, 2020 -

The retirement ‘sweet spot’ is now larger, but Social Security and other considerations could limit tax-saving benefits.


Read more

Coronavirus Market Update

February 26, 2020 -

This week's extreme negative reaction comes on the heels of sobering statistics concerning the spread of COVID-19 (the "Wuhan Coronavirus") and its impact on global economic growth.


Read more

How Do Your Financial Priorities Stack Up With Our Pyramid?

February 8, 2020 -

Make sure you are not geeking out about small-bore investment problems while giving short shrift to the game-changers.


Read more

Retirement Planning Is Complicated. Your Retirement Portfolio Should Not Be.

February 6, 2020 -

Four ideas for streamlining your holdings and reducing your oversight obligations.


Read more

Point of View

January 26, 2020 -

Analysis of Q4 2019


Read more

Pages