Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

Insights and opinions on the markets, the economy, and what it means for investors.

Point of View

April 11, 2019 -

Analysis of Q1 2019


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Should Your Withdrawals Mirror Your RMDs?

March 25, 2019 -

Considerations to help you for the long haul


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Do Tax Law Changes Affect IRA Deductibility?

March 25, 2019 -

Helpful insight on recent tax law changes


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Like-Kind Exchanges

March 11, 2019 -

What's old is new again.


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Paying for College? Two Ways to Lower Your Taxes

March 11, 2019 -

Understand two available tax credits.


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A Ten-Year Lesson

March 11, 2019 -

An opportunity to reflect and learn from our past behaviors.


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A Tax-Efficient Portfolio Makeover

March 1, 2019 -

It may be less painful than you think.


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Point of View

January 30, 2019 -

Analysis of Q4 2018


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What is the Difference Between Marginal and Effective Tax Rates?

January 29, 2019 -

All of the income you make is not taxed at one rate.


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4 Strategies for an Organized Tax Season

January 29, 2019 -

The upcoming tax-filing season is going to be a lot different than in years past.


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Taking a Loan to Pay for Kids’ College?

January 8, 2019 -

Read this first to better understand your options.


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Find the Right Investments for Retirement

January 8, 2019 -

What is the best way to populate a retirement portfolio, or decide whether current holdings are a good fit?


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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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