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.


Should Your Withdrawals Mirror Your RMDs?

March 25, 2019 -

Considerations to help you for the long haul


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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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'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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