New & Noteworthy

Study These Six Higher Education Tax Breaks

Tax & Business Briefs  |  March 22, 2017

Paying for college can be daunting, but federal tax rules provide some relief. With enhancements from the Protecting Americans from Tax Hikes (PATH) Act of 2015, you may benefit from one or more of these six tax provisions. more

Roth IRA Conversions: The Time May Be Right

General  |  February 8, 2017

Perhaps you’ve thought about converting part of your traditional IRAs to a Roth IRA in the past, but you didn’t pull the trigger more

5 Steps To Realize An Early Retirement Dream

General  | 

Have you dreamed about getting out of the rat race and retiring early? You could live a simpler life, pursue personal passions such as travel or recreation, and reduce your stress level. But … more

Investment Commentary – Winter 2016

Investment Commentary  |  January 26, 2017

Tale of Two Markets – 2016 was clearly a year of transition and political shocks ranging from Brexit in the UK to the surprising outcome of the US election to the Italian Constitution referendum.

Ten Frequent Retirement Mistakes You Should Avoid

Investment Insights  |  January 24, 2017

When your retirement finally arrives, you can take a deep breath and exhale. You made it! But that doesn’t mean you may relax completely. more

7 Top Tax Incentives That Entice Investors

Tax & Business Briefs  |  January 20, 2017

The U.S. tax code can be loaded with booby traps for unwary investors, but your advisers can help you avoid the dangers and reap potential tax rewards more

Trump Trading Themes for the Next Four Years: Active vs Passive

Investment Insights  |  January 9, 2017

Since 2005 investors have been placing greater amounts of money into passive US stock funds and Exchange Traded Funds than actively managed mutual funds more

Dynasty Trusts: The Gift That Just Keeps On Giving

Investment Commentary  |  January 5, 2017

Would you like your assets to last forever? Of course, there are no guarantees, but a “dynasty trust” could help you preserve wealth for your heirs indefinitely. more

Seven Good Reasons To Create And Fund A Trust

Investment Insights  |  January 2, 2017

Who needs a trust? Maybe a better question is: Who doesn’t? Trusts can be an essential part of an estate plan for anyone who owns significant assets… more

Five Tax-Smart Ways To Transfer Your Wealth

Tax & Business Briefs  |  December 22, 2016

If you’re like most well-to-do people, one of your main financial objectives is to transfer wealth to your heirs with a minimum of tax erosion more