Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

Turner Speaks on WGN Radio 720

September 10, 2020 -

Audio is now available. Listen here.


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What the Pandemic Has Taught Us

September 4, 2020 -

How you leave your legacy should be at the forefront of your thoughts.


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Election Day and Tax Planning

September 4, 2020 -

It is prudent for taxpayers to consider the potential implications of the proposed tax law changes of both presidential candidates and plan accordingly.


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How to Avoid Paying Extra Taxes on Your College Refund

September 3, 2020 -

529 withdrawal rules may cause you to pay extra if you are not careful


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Seven Items Your Estate Plan May Have Left Out

September 3, 2020 -

If your goal is to look out for your loved ones, consider tackling these additional estate planning jobs


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Turner Speaks on WGN Radio 720

August 17, 2020 -

Listen to full audio here.


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Point of View

August 13, 2020 -

Analysis of July 2020


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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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Time to Rebalance?

July 2, 2020 -

Hands-off investors are apt to find that it is time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.


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What Prior Market Crashes Can Teach Us About Navigating the Current One

July 2, 2020 -

The regularity of market crashes is a reminder that patience is key to investing in equity markets.


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Investing Habits in Times of Turmoil

June 16, 2020 -

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


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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.


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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.


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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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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.


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Budgeting

March 13, 2020 -

Where is your money going?


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How Much Risk Should I Take When Investing?

February 28, 2020 -

Determine your ideal risk level in three easy steps.


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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.


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