Resources

Investing

Small Caps: The Good, the Bad and the Ugly

U.S. Small Cap stocks have had an ugly year in 2014; as of 10/28/2014, U.S. Small Cap stocks (as measured by the Russell 2000 Index) trailed U.S. Large Cap stocks (as measured by the S&P 500) by 10%. Investors with a well-diversified portfolio—which includes small caps—have watched their returns trail major market indices. It wasn’t supposed to be this way.

Jim Cahn

Nov 2, 2014

Financial Planning

Attention DIY-ers: Successful People Use Financial Advisors

Think you don’t need a financial advisor? Discover how specialized guidance can boost returns, reduce risk, and help you reach your financial goals—despite common objections.

Peg Webb

Oct 4, 2014

Estate Planning

Avoiding Estate Taxes on a Life Insurance Policy

Learn how life insurance tax benefits work, when estate taxes may apply, and how an irrevocable life insurance trust (ILIT) can help protect your legacy.

May 17, 2014

Estate Planning

The Importance of Beneficiary Designations

When creating or reviewing an estate plan, reviewing beneficiary designations on retirement plans or life insurance policies may not be given the weight it deserves. The assumption is that a will or trust is enough to make sure your money goes where you want it to go when you pass.

Apr 19, 2014

Investing

BTR Investment Strategy Update

John Stratton CPA, CFA®, CFP®

Mar 31, 2014

Financial Planning

5 Ways to Become a More Financially Independent Woman

Discover why financial independence is essential for women and how to build confidence in managing money. Learn 5 key steps to align your values with your financial goals and plan for a secure retirement.