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.


The Importance of Establishing a Trusted Contact

December 13, 2018 -

Take this important step to protect yourself.


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The Short Answer: Your 529 During a Volatile Market

December 13, 2018 -

Considerations as you plot your course toward enrollment


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5 Keys to Your Financial Future

December 13, 2018 -

To quote Jim Rohn, “It’s not what happens that counts; it’s what we do about it.”


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Yes, RMDs Can Improve Your Portfolio

December 6, 2018 -

Address your RMD ‘problem’ with a strategic solution


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Tax-Loss Selling: A Silver Lining in Volatile Markets

December 6, 2018 -

Strategic sales can improve your asset allocation and help alleviate the tax hit typically associated with realignment.


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Looking Ahead and Chaos Abounds

November 5, 2018 -

Chief Investment Officer of Disciplined Equities Jon Quigley shares his perspective for Q4 2018.


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Our Perspective on Recent Market Volatility

November 5, 2018 -

Gary Lenhoff, Chief Investment Officer of Fundamental Equities shares his perspective on October market turbulence.


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'Tis The Season...To Review Your Estate Plan

November 1, 2018 -

An estate plan should not be static.


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How to Escape from a Lousy Health Savings Account

October 25, 2018 -

Make the most of this important benefit, regardless of your employer’s chosen provider.


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The Keys to Financial Success Are Incredibly Mundane

October 25, 2018 -

Simple tips for a brighter financial future


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Point of View

October 15, 2018 -

Analysis of Q3 2018


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Why You Should Fill Out the FAFSA

September 26, 2018 -

Even if you think it is a waste of time, this 30-minute activity can determine a student’s eligibility for a myriad of grants and aid for all income levels.


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What If This Turns Out to Be a Terrible Time to Retire?

September 26, 2018 -

The same forces fueling retirement confidence also have the potential to work against new retirees in the years ahead.


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What the New Law Means for Charitable Giving

September 6, 2018 -

Some changes, but the basic structures available remain in place


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Estate Planning for Every Stage of Life

September 6, 2018 -

Estate planning is for everyone, wealthy or not.


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5 Retirement Planning Blind Spots

September 5, 2018 -

Consider these common trouble spots that have the potential to catch you off guard.


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Traditional 401(k) versus Roth 401(k)

September 5, 2018 -

How do they differ and which one is right for you?


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Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


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How to Extract Income from a Retirement Portfolio

July 31, 2018 -

A pure income approach is still the answer for some, while other retirees cannot afford to subsist on income alone.


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How to Tame Your Financial Records

July 31, 2018 -

Most of us could use some advice with better managing our financial records. Look no further.


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