Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

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

Social Security FAQ: Spousal Benefits

May 13, 2016 -

Reviewing the rules for spousal benefits after the Bipartisan Budget Act takes effect


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A Guide to Maximizing Social Security

April 4, 2016 -

A guide to maximizing your benefits


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Playing the Oil Game

February 29, 2016 -

Dramatic swings in prices have enormous economic consequences.


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Time to Rethink Social Security

February 29, 2016 -

2016 will be an unusually active year for Social Security


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When Should You Save in a Taxable Account?

February 29, 2016 -

As compelling as tax-deferred or tax-free savings may be, some situations warrant the use of a taxable account.


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Get Your Estate Plan in Gear

February 29, 2016 -

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


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Market Turmoil

January 19, 2016 -

Our take on the January 2016 markets


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Planning for the Dementia Factor in Retirement

December 12, 2015 -

Options if you think an IRA beneficiary may develop a mental disability.


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Individual Bonds: Are They the Answer for Rising Rates?

November 18, 2015 -

Individual bonds can be held to maturity, but have a few key drawbacks.


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Why Sustainable, Responsible Investing?

November 16, 2015 -

The implications of investing are broader than dollars and cents.


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Growing Income in Retirement

November 9, 2015 -

Strategies to consider to generate income for life


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5 Year-End Portfolio Mistakes to Avoid

November 5, 2015 -

What makes sense from a portfolio standpoint may not add up from a tax standpoint.


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ETFs: Passive, Active, or Smart Beta?

November 1, 2015 -

As the popularity of exchange-traded funds has grown, so has their complexity.


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Popular Social Security Strategy on the Chopping Block

November 1, 2015 -

File-and-suspend is on the way out, but couples can still employ other maneuvers for maximizing their benefits.


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What Will Inflation Be?

October 15, 2015 -

Your personal inflation rate is unique, based on your age and your lifestyle.


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7 Tips for RMD Season

October 15, 2015 -

Reducing the tax pain and improving your portfolio, too


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4 Portfolio Takeaways From the Recent Market Volatility

October 8, 2015 -

The short sell-off can provide valuable insights into how you manage your portfolio going forward.


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Dividends and Taxes: Dos and Don'ts

October 1, 2015 -

Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.


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Dos and Don’ts for Mutual Fund Capital Gains

September 24, 2015 -

Selling pre-emptively may make sense on a few occasions, but not usually.


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First Comes Love, Then Finances

September 15, 2015 -

An early discussion can set the stage for a more secure future.


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