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.


Seven Rebalancing Strategies That Are Tax-Efficient, Too!

January 7, 2020 -

Restoring a portfolio to your target allocation has the potential to trigger a tax bill, but it does not have to.


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The Market Is No Benchmark. Here Is Why.

January 3, 2020 -

A long-term investment strategy cannot be properly assessed using a short-term metric.


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How to Assess Your Insurance Needs

December 3, 2019 -

You manage risk at the portfolio level; here is how to address it in other parts of your plan.


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Do You Have Enough to Retire?

December 1, 2019 -

For soon-to-be retirees, it is crucial to conduct an ultra-customized assessment of retirement-savings adequacy.


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Five Year-End Tax Planning Moves

November 25, 2019 -

Waiting until this time of year to do our individual tax planning is an annual event for many of us.


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Strategic Giving: Think Beyond Cash

November 25, 2019 -

With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.


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Avoiding Retirement Savings Mistakes

November 1, 2019 -

How to avoid the mistakes that can reduce income security


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7 Steps to Estimating Your In-Retirement Cash-Flow Needs

November 1, 2019 -

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.


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4 Strategies for Improving Your Portfolio Without Triggering Extra Taxes

October 31, 2019 -

Addressing portfolio problem spots often involves a tax bill; here is how to avoid paying extra and possibly even save.


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Point of View

October 21, 2019 -

Analysis of Q3 2019


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Roth or Traditional IRA: Which Should You Choose?

October 11, 2019 -

Here is a simple system to help you break down the choice.


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Stop the Mutual Fund Capital Gains Distribution Madness

October 11, 2019 -

Some funds are likely to make big payouts again this year, but you do not have to take them lying down.


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Young Adults and Financial Independence

September 6, 2019 -

Helpful guidance for key discussion points with your children.


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4 Tax Pitfalls to Avoid in a Lofty Market

September 6, 2019 -

What helps improve your portfolio can also increase the taxes you owe.


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Is it Time to Consider Long-Term Care Insurance?

September 6, 2019 -

Learn the basics and evaluate your choices.


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Cut Stocks or Add to Them? A Key Dilemma for Your Retirement Plan

September 5, 2019 -

The ‘right’ glide path depends on what you are trying to achieve—and your attitude toward risk and volatility.


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The End of Favorable Tax Treatment for Inherited IRAs?

September 5, 2019 -

Congress’ next “pay-for” is not as significant as it seems at first glance.


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Market Update

August 6, 2019 -

A timely commentary on recent volatility


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Point of View

August 5, 2019 -

Analysis of Q2 2019


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Can I Use a Roth IRA to Pay for College?

July 25, 2019 -

Consider the pros and cons of using Roth IRAs for college savings.


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