Wealth Planning

The Risk of De-Risking

The Risk of De-Risking

by Paul Robertson, John McLaughlin
With the stock market’s recent volatility, now may seem like a good time to take profits and wait on the sidelines until the proverbial dust settles. After all, the bull market has persisted for nearly 10 years, the US Federal Reserve continues to raise rates, and global economic growth is decelerating (albeit modestly). Throw in an ongoing trade war and pockets of political turmoil, and taking profits may seem like a sensible strategy in these uncertain times.

Wealth Planning


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Learn About Investing—You Can’t Afford Not To
Initial Disruptors Don’t Always Make Good Investments
Cannabis: Waiting for the Smoke to Clear…
Five Tax Questions to Ask at Year-End
Budgeting Boot Camp

Budgeting Boot Camp

by Beata Kirr, Tara Thompson Popernik
How do you decide what to spend today, this month, or this year? Rather than make a series of ad hoc decisions, a budget can help you weigh all your needs and desires against your income—and set priorities. Creating a budget can also help you save for bigger-ticket items, like a new car, travel, or paying down debt.

Wealth Planning


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Bridging the Healthcare Gap with Muni Bonds
Don’t Need Your IRA Required Minimum Distribution? Donate It.
A Day of Giving

A Day of Giving

by Anne Bucciarelli, Clare Golla
Giving Tuesday, November 27, comes at a time of year when individuals and organizations reassess their giving goals and make year-end donations. There are many ways to structure gifts to maximize the benefit to both the receiving charity and the donor. But this year, unlike years’ past, may differ because of the tax bill changes, which warrant a fresh look and perspective.

Philanthropy, Wealth Planning


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When Is the Right Time to Exercise an Option?
Is October a Canary in the Coal Mine?
Our Most Interesting Chart Right Now: Recent Volatility Is Largely Contained to the Stock Market
Reserving for the “What Ifs”
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