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    Should I Gift Assets While I’m Alive?

    Wed, May 10, 2023

    Should I Gift Assets While I’m Alive?

    Is it tax-savvy to gift your assets while you’re still alive? Or is it smarter to leave an inheritance after you pass? It depends on your situation–so we’ve laid out the facts and questions for you to consider as you navigate taxable gifts, estate taxes, and timing a more tax-efficient legacy.

    Wed, May 3, 2023

    Generational Wealth: How and When Should You Transfer Wealth to Your Heirs?

    Passing down an inheritance isn’t a simple affair. Discover these tips to structure your assets, create a timeline, and start the conversation with your heirs.
    Investments in a Down Market Still Tend to Outperform Savings Accounts Historically

    Wed, Apr 12, 2023

    Investments in a Down Market Still Tend to Outperform Savings Accounts Historically

    Rather than sweating over the best time to move your money from savings to investments, consider adding a little bit of money at a time to your accounts—a common strategy called dollar-cost averaging. Here's why we believe it tends to work better than "timing the market."
    An All-Weather Predictor of Stock Returns

    Wed, Mar 29, 2023

    An All-Weather Predictor of Stock Returns

    Looking for one metric that could anchor your investment strategy? Learn more about Capital Efficiency and its potential for driving strong portfolio returns.
    Recession: A Stock Picker’s Paradise?

    Wed, Mar 22, 2023

    Recession: A Stock Picker’s Paradise?

    Active management had a solid year in 2022. Does this mean that stock-picking could outperform index funds in 2023? Learn how active funds historically have tended to perform in down markets AND turbulent rebound periods.
    A Replay of the Financial Crisis?

    Wed, Mar 15, 2023

    A Replay of the Financial Crisis?

    We just experienced the biggest bank failure since the Great Recession of 2008. But here’s why we don’t believe 2023 will be another 2008.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

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