Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.

Tax-loss harvesting (TLH) can be an effective tax management tool for investors. In this article, we explore how TLH works, what the expected benefits are, and what specific risks investors should consider.

Many investors rely on bonds as a core component of their asset allocation for income and stability. This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.

This paper introduces the methods and conclusions of evidence-based investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches.

In addition to evaluating the current market landscape, this paper introduces several alternative asset classes with the potential to complement portfolios that contain traditional stocks and/or bonds.

Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.

The CARES Act is nearly 1,000 pages long and full of provisions that affect small businesses. This white paper is an attempt to help you, the small business owner, navigate these waters.