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Wealth Management

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Lifestages: Pay Down Debt or Save?

I was recently posed this great question: “Shall I pay down debt or save for retirement? Is there a ratio I should consider?” The short answer ... read more >

Year-End Tax Savings Ideas, Fourth in a Series: Tax Loss Harvesting

History has proven that investment returns vary year over year, with some years generating positive returns while others yield disappointing losses. A ... read more >

Year-End Tax Savings Ideas, Third in a Series: Maximize Tax-Deferred Savings into Retirement Accounts

It’s not too late to take advantage of the tax-deferred treatment of assets in retirement accounts for 2016. In addition to the tax deduction, the ... read more >

Year-End Tax Savings Ideas, Second in a Series: Charitable Gifting Strategies - Boost Your Tax Benefits

Financial markets have appreciated over the past several years leaving investors with some significant gains in their taxable investment accounts. An investor ... read more >

Year-End Tax Savings Idea, First in a Series: Capital Gains Distributions - Be Aware and Take Action

Every year, mutual funds are required to distribute any net realized capital gains to their shareholders regardless of whether the fund had a positive ... read more >

Retirement Plan Litigation Spreads to 403(b) Plans

Litigation alleging breach of fiduciary that has beset large 401(k) plans for the last decade has now spread to the not-for-profit world as numerous large ... read more >