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.


8 Questions for RMD Season

December 16, 2016 -

We are coming into the year’s home stretch; do you know where your required minimum distributions are?


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Essential Financial-Planning Numbers for 2017

December 16, 2016 -

The skinny on retirement-plan contributions, Social Security, and more.


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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


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Selecting a Successor Trustee

December 1, 2016 -

Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.


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Roll Over Your 401(k) or Leave It Behind?

December 1, 2016 -

Considerations for when you should—or should not—roll over your old 401(k)


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Have You Taken a Good Look at an HSA?

November 25, 2016 -

For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.


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Tax-Gain Harvesting Can Be a Profitable Strategy

November 25, 2016 -

‘Stepping up’ cost basis can reduce tax bills for lower-income investors.


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Is a Donor-Advised Fund Right for You?

November 25, 2016 -

A look at some of the pros and cons of these increasingly popular investment vehicles.


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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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5 Pitfalls to Avoid During Mutual Fund Capital Gain Distribution Season

September 30, 2016 -

Unwanted distributions will be here before you know it—navigate them wisely


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8 Steps to Wealth Protection for Aging Investors

September 30, 2016 -

How you can make a plan to protect yourself—or an aging parent


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6 Fast Facts About 529s

September 5, 2016 -

Must-know information for anyone considering a 529.


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The Bucket Approach to Retirement Allocation

September 1, 2016 -

Meet the challenges of retirement by creating a paycheck from your investment assets.


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7 Retirement Blind Spots

September 1, 2016 -

Proper planning can avoid these nasty financial shocks in retirement.


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Must-Know Money Skills for New College Students

August 26, 2016 -

Openly discussing important money matters such as budgeting, borrowing, and spending wisely should be a family affair.


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6 Tips for Family Trustees

August 1, 2016 -

Knowing when you need help, being impartial, and documenting everything are central to being a successful trustee.


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401(k) Investors: Avoid These 20 Mistakes

July 29, 2016 -

While company retirement plans often have guardrails, investors can goof with contributions, investment selections, loans, and withdrawals.


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A Risk Drill For Your Retirement Portfolio

July 19, 2016 -

7 questions to assess the riskiness of your asset allocation, drawdown strategy, and more.


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Do Not Get Caught by These 10 Behavioral Pitfalls

July 1, 2016 -

Successful investing requires a rare ability to overcome one’s own psychological weaknesses—but you have to identify them first.


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How Your Investment Income is Taxed

June 9, 2016 -

A quick rundown of how the income produced by different investment types is treated at tax time.


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