Asset Location Strategy

Better Asset Location Strategy Helps Lower Your Tax Exposures Asset location strategy helps punctuate the old adage, “It’s not what you earn, but what you keep.” Part of investing more successfully is structuring your investments to help minimize your overall tax exposures. That’s no easy feat, given exposures to federal and state income taxes, the

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Retirement Investing for Rising Income, Capital Growth and Stability

Paycheck Replacement is the Key Issue in Retirement Investing For Most of Us For most of us, our working years are built around earning paychecks to pay for the necessities and luxuries of our life, so paycheck replacement is the key issue in retirement investing. Paychecks create confidence that we’ll be able to pay the

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In Volatile Markets, Keep Your Bearings

In Volatile Markets, Keep Your Bearings and Stay on Plan “In volatile markets, keep your bearings and stay on plan.”  That’s always our guidance to clients when markets become unsettled, either to the upside or the downside. As of today, the S&P 500 has lost 17.7% in the five and one-half months since the beginning

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