Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Business Owners

 

The Biden and Trump Tax Plans: A Planning Guide

October 22, 2020 -

Election Day is less than two weeks away and significant tax hikes may be on the horizon as early as January 1, 2021.


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Turner Speaks on WGN Radio 720

October 20, 2020 -

Audio is now available. Listen here.


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Turner Speaks on WGN Radio 720

October 2, 2020 -

Audio is now available. Listen here.


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Turner Speaks on WGN Radio 720

September 10, 2020 -

Audio is now available. Listen here.


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Turner Speaks on WGN Radio 720

August 17, 2020 -

Listen to full audio here.


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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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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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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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2019 Year-end Legislation

January 8, 2020 -

A synopsis of the SECURE Act and Retirement Reform.


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Avoiding Retirement Savings Mistakes

November 1, 2019 -

How to avoid the mistakes that can reduce income security


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The Risks of DIY Investing

April 1, 2019 -

Biases and misperceptions about risk challenge individual investors


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Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


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2018 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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A Guide to Maximizing Social Security

April 4, 2016 -

A guide to maximizing your benefits


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Market Turmoil

January 19, 2016 -

Our take on the January 2016 markets


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The Value of a Financial Advisor

July 17, 2015 -

Technology is best used as a tool, not a solution


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