Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


Should Frontier Markets Have a Role in Your Portfolio?

June 28, 2017 -

They can be illiquid and higher risk, but they can provide diversification and additional growth opportunities, too.


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Relocating? Consider Long-Term Care Costs

June 28, 2017 -

Cost and quality of care can vary dramatically from region to region.


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Working Longer: Good Aspiration, But Not a Plan

May 30, 2017 -

Many Americans expect to close retirement plan gaps by working longer, but the strategy comes with its own risks.


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Retirement Planning When There is an Age Gap

May 30, 2017 -

How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more


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ESG Integration: Smarter Investing

May 30, 2017 -

Making better, more-informed decisions that will improve investment performance and reduce portfolio risk


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Utilizing Grantor Trusts

May 30, 2017 -

When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.


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Fixed Index Annuities: What You Should Know

May 30, 2017 -

The best of both worlds?


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5 Best Practices for an Organized Financial Life

April 25, 2017 -

Implementing the right systems can help keep valuable financial records safe, accessible, and organized.


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An Investing Road Map for Midcareer Accumulators

April 25, 2017 -

Key financial priorities for investors in the peak earnings years of their 40s and 50s.


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Point of View

April 19, 2017 -

Analysis of Q1 2017


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20 IRA Mistakes to Avoid

March 23, 2017 -

From contributions to conversions to distributions, do not fall into these traps


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A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think

March 18, 2017 -

Proper accounting of cost basis is essential to avoid paying more taxes than you need to.


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Life Insurance in Retirement: Who Needs It?

March 16, 2017 -

There are cases where owning life insurance in retirement makes sense


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Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike


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Know the Rules on Inherited IRAs

March 2, 2017 -

Evaluate your situation before dipping into IRA assets from a deceased loved one.


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The ‘Right’ Rebalancing Strategy Depends on Your Life Stage

March 2, 2017 -

De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.


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Keeping it in the Family

February 24, 2017 -

The most critical factor in maintaining a vacation home is intrafamily dynamics.


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Information vs. Advice

February 24, 2017 -

The true answer to most questions is, "it depends"


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Retirement Planning for One

February 24, 2017 -

Planning and steps to consider for singles


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Retirement Planning for Special-Needs Families

February 16, 2017 -

Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.


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