If you're reconsidering your current investment strategy, a volatile market is probably the worst time to turn your portfolio inside…

Just how wealthy are you? You'll want to figure that out before you make any major life decisions. Your first…

Assessing Portfolio Performance: Choose Your Benchmarks Wisely You can’t help but hear about the frequent ups and downs of the…

If you want to limit potential losses while participating in the potentially attractive returns of a market-driven investment but would…

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re…

Charitable Gifting What constitutes a gift to charity? A gift to charity is simply a gratuitous transfer of property to…

What is it? Personal liability insurance protects your assets if you injure another person or damage someone else’s property. It’s…

When selling your interest in a business, you must consider a number of factors. One very important factor is taxation.…

What is a private foundation? A tax-exempt entity operated for charitable purposes Private foundations are tax-exempt entities, just like hospitals…

What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans,…

Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment,…

Wealth Due to Inheritance What is it? Introduction If you’re the beneficiary of a large inheritance, you may find yourself…

What is it? A gift is a voluntary transfer of money or property from one person to another person or…

Introduction Once you’ve identified your financial and investment goals and assessed your investing personality, you’ll need to create an investment…

What is it? Winning a lottery is usually an unexpected and happy event. But when you win a big jackpot,…

General information Yes No N/A 1. Has personal information been gathered? Marital status Date of birth Name of spouse/partner, date…