Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

Time to Think Big

August 6, 2020 -

If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.


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Strategies for Maximizing Cash Flow with the CARES Act

August 4, 2020 -

Provisions in the Act allow taxpayers to potentially generate cash flow in 2021 and beyond


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Turner Speaks on WGN Radio 720

July 24, 2020 -

Audio is now available


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Point of View

July 14, 2020 -

Q2 2020 Economic Commentary and Capital Market Update


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Time to Rebalance?

July 2, 2020 -

Hands-off investors are apt to find that it is time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.


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What Prior Market Crashes Can Teach Us About Navigating the Current One

July 2, 2020 -

The regularity of market crashes is a reminder that patience is key to investing in equity markets.


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Investing Habits in Times of Turmoil

June 16, 2020 -

When life is most disrupted, we have an opportunity to plan for future normalcy.


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Is Recency Bias Swaying Your Investing Decisions?

June 2, 2020 -

How memories of market crashes could be clouding your judgment now.


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What Ultralow Yields Mean for Your Financial and Retirement Plan

June 2, 2020 -

With cash and bond yields so low, the “safe” return of other nonportfolio assets is even more attractive.


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It is Time to Look at Tax-Loss Selling

May 6, 2020 -

There is no telling if stocks have bottomed, but selling losing positions can help you find a silver lining in a down market.


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10 Sources of Emergency Cash, Ranked from Best to Worst

May 6, 2020 -

The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they are not likely to be your best source of emergency cash.


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Pandemic Rages On, So Do 1031s

April 9, 2020 -

New guidelines to assist sellers with extensions of 1031 exchange deadlines were issued on April 9, 2020.


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Where to Go for Income in a Low-Yield World

April 3, 2020 -

If you are on the hunt for yield, be sure to mind the downside.


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The CARES Act: Part Three of the COVID-19 Relief Effort

April 1, 2020 -

What this emergency $2 trillion package means for individuals and businesses.


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Budgeting

March 13, 2020 -

Where is your money going?


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How Secure Are Your Finances?

March 9, 2020 -

Revisiting retirement and estate plans is a must under the new SECURE Act.


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How Much Risk Should I Take When Investing?

February 28, 2020 -

Determine your ideal risk level in three easy steps.


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Coronavirus Market Update

February 26, 2020 -

This week's extreme negative reaction comes on the heels of sobering statistics concerning the spread of COVID-19 (the "Wuhan Coronavirus") and its impact on global economic growth.


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How Do Your Financial Priorities Stack Up With Our Pyramid?

February 8, 2020 -

Make sure you are not geeking out about small-bore investment problems while giving short shrift to the game-changers.


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Point of View

January 26, 2020 -

Analysis of Q4 2019


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