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.


Turner Speaks on WGN Radio 720

April 30, 2021 -

Listen here


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VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


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Point of View

April 13, 2021 -

March 2021 Analysis


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Turner Speaks on WGN Radio 720

April 8, 2021 -

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Five Steps Women Can Take to Improve Their Retirement Readiness

April 6, 2021 -

The data are sobering about women’s retirement preparedness, but being pre-emptive can help stave off a shortfall.


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An Investing Road Map for Pre-Retirees

April 6, 2021 -

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.


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Point of View

March 22, 2021 -

February 2021 Analysis


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Turner Speaks on WGN Radio 720

March 17, 2021 -

Listen here


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An Investing Road Map for Mid-Career Accumulators

March 5, 2021 -

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


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The Good News About Retirement Income

March 5, 2021 -

A lower starting withdrawal rate does not guarantee you will have to live on less.


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Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

Investing can be complicated, but common portfolio guidelines can be a good starting point.


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Get Your Estate Plan in Gear

February 9, 2021 -

Do not put off this important piece of the financial planning process.


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VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


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The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


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Post-Election 2021 Planning: Surfing the Blue Wave

January 22, 2021 -

The year 2020 was like no other in many ways, and thus far into 2021, the 2020 mantra “expect the unexpected” rings true.


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What You Can Learn From Your 1099 Forms

January 15, 2021 -

These forms can yield valuable intelligence about your portfolio’s asset location and tax efficiency.


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Implementing a Fresh Portfolio? Do Not Forget About Taxes

January 15, 2021 -

It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.


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Turner Speaks on WGN Radio 720

January 14, 2021 -

Audio is now available. Listen here.


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The Pandemic and Long-Term Care

December 7, 2020 -

We examine the impact of COVID-19 on long-term care.


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Estate Planning: More Than a Bunch of Documents

December 7, 2020 -

Communicate early and often with your family about what to expect after you are gone.


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