Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

Don’t Neglect the Softer Side of Your Estate Plan

October 24, 2017 -

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.


Read more

Calibrate Your Target Savings Rate

October 24, 2017 -

Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.


Read more

Point of View

October 12, 2017 -

Analysis of Q3 2017


Read more

Point of View

August 3, 2017 -

Analysis of Q2 2017


Read more

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.


Read more

Point of View

April 19, 2017 -

Analysis of Q1 2017


Read more

20 IRA Mistakes to Avoid

March 23, 2017 -

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


Read more

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.


Read more

Life Insurance in Retirement: Who Needs It?

March 16, 2017 -

There are cases where owning life insurance in retirement makes sense


Read more

Know the Rules on Inherited IRAs

March 2, 2017 -

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


Read more

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.


Read more

Keeping it in the Family

February 24, 2017 -

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


Read more

Information vs. Advice

February 24, 2017 -

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


Read more

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.


Read more

Will Pro Rata Rules Trip Up Your Retirement Plan?

February 16, 2017 -

Failing to understand these rules can force investors to pay more in taxes than they expected to.


Read more

Are Roth or Traditional IRA Contributions Better?

February 16, 2017 -

Take the tax break at the time of contribution or save it for later? We discuss the considerations.


Read more

Point of View

February 1, 2017 -

Analysis of Q4 2016


Read more

2017 Tax Planning Checklist

A guide to assist you quarter-by-quarter


Read more

Do Not Write Off Tax-Loss Selling in a Strong Market

December 16, 2016 -

Even buy-and-hold investors may be able to identify worthy candidates.


Read more

December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


Read more

Pages