Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

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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Budgeting

March 13, 2020 -

Where is your money going?


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How Secure Are Your Finances?

March 9, 2020 -

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


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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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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.


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Point of View

January 26, 2020 -

Analysis of Q4 2019


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2019 Year-end Legislation

January 8, 2020 -

A synopsis of the SECURE Act and Retirement Reform.


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Seven Rebalancing Strategies That Are Tax-Efficient, Too!

January 7, 2020 -

Restoring a portfolio to your target allocation has the potential to trigger a tax bill, but it does not have to.


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The Market Is No Benchmark. Here Is Why.

January 3, 2020 -

A long-term investment strategy cannot be properly assessed using a short-term metric.


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How to Assess Your Insurance Needs

December 3, 2019 -

You manage risk at the portfolio level; here is how to address it in other parts of your plan.


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Five Year-End Tax Planning Moves

November 25, 2019 -

Waiting until this time of year to do our individual tax planning is an annual event for many of us.


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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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4 Strategies for Improving Your Portfolio Without Triggering Extra Taxes

October 31, 2019 -

Addressing portfolio problem spots often involves a tax bill; here is how to avoid paying extra and possibly even save.


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Point of View

October 21, 2019 -

Analysis of Q3 2019


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Roth or Traditional IRA: Which Should You Choose?

October 11, 2019 -

Here is a simple system to help you break down the choice.


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Stop the Mutual Fund Capital Gains Distribution Madness

October 11, 2019 -

Some funds are likely to make big payouts again this year, but you do not have to take them lying down.


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Young Adults and Financial Independence

September 6, 2019 -

Helpful guidance for key discussion points with your children.


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4 Tax Pitfalls to Avoid in a Lofty Market

September 6, 2019 -

What helps improve your portfolio can also increase the taxes you owe.


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