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.


What is a Revocable Living Trust?

October 1, 2013 -

Living trusts can help address a number of important issues, but they are not for everyone.


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3 Reasons to Add ETFs to Your Portfolio

October 1, 2013 -

Innovative offerings in equities, fixed income and alternatives have made ETFs one of the fastest-growing investment vehicles in the financial industry.


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How Much Should Your Legacy Be?

August 6, 2013 -

Consider these important questions to construct a thoughtful estate plan


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10 Questions to Ask About Annuities

August 1, 2013 - Key considerations for an annuity purchase
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529 College Savings Plans

Earnings grow free of federal income tax


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Asset Allocation

Develop and maintain a diversified portfolio


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Estate Planning

July 25, 2013 -

Preparing the next generation


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Life: The Only Constant is Change

July 25, 2013 -

Changing circumstances may lead to updated insurance needs


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The Reverse Life Insurance Policy

July 25, 2013 -

The single premium immediate annuity (SPIA)


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The Portfolio Balancing Act

July 8, 2013 -

Improve returns and reduce risk through rebalancing


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What is a Bond Ladder?

July 1, 2013 -

This strategy may offer more than diversification to your asset mix.


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Dividend Stocks

April 24, 2013 -

For those seeking higher returns


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Foreign Investing

April 24, 2013 -

Global diversification in a global economy


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Is It Time To Take Stock?

March 29, 2013 -

Consider current opportunities in U.S. equities


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How to Widow-Proof Your Portfolio

January 25, 2013 -

Early planning can simplify your affairs for those you leave behind


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ATRA and Estate Taxes

January 23, 2013 -

Changes from the American Taxpayer Relief Act


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The Cliff and You

January 23, 2013 -

Understanding the American Taxpayer Relief Act of 2012


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Long-Term Care Insurance

October 22, 2012 -

Is it part of your overall plan?


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Family Foundations

October 22, 2012 -

Mindful guidelines for selecting fund recipients


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How Can Grandparents Help With College Costs?

September 18, 2012 -

Understand your options before writing the first check


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