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Guide to Charitable Distributions & Giving Options Charitable giving not only benefits the causes you care about, but it can also provide valuable tax advantages and help you align your financial goals with your values. There are several ways...
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Time Horizons: Why They Matter in Investing When it comes to investing, one size doesn’t fit all. Your time horizon—how long you plan to hold an investment before needing the money—is a critical factor in shaping your investment strategy. ...
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Understanding Risk in Investing: What Every Investor Should Know When it comes to investing, risk is not something to fear—it’s something to understand and manage. Every investment carries some level of risk, whether it’s the potential for marke...
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Understanding Liquidity Needs When beginning a new investment relationship, one of the key areas often addressed in an intake form is liquidity needs. While it may seem like financial jargon, understanding and articulating liquidity needs is ...
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Understanding Investment Objectives and Experience: What They Mean and Why They Matter When beginning a financial planning relationship or opening a new investment account, clients are typically asked to complete an investment intake form. Two ...
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Last Updated: 06/13/2025
in Client Insights The Basics
Understanding Tax Forms from Your Investments Investing can help grow your wealth, but it also comes with tax responsibilities. Each year, brokerage firms and financial institutions issue various tax documents that report your income, gains, and...
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Last Updated: 06/13/2025
in Client Insights The Basics
Client Guide: Understanding Types of Investments (Stocks, Bonds, Mutual Funds, and ETFs) Investing is an important part of building wealth, saving for long-term goals, and creating financial security. But with so many types of investments ...
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Last Updated: 06/13/2025
in Client Insights The Basics
Understanding Different Types of Financial Accounts: A Comprehensive Guide In the world of personal finance and investing, understanding the types of financial accounts available to you is essential for making informed decisions about saving, i...
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Last Updated: 06/13/2025
in Client Insights The Basics
Understanding Beneficiaries: What They Are & Why They Matter As part of your investment and estate planning, naming beneficiaries is a crucial step. Let’s walk through what beneficiaries are, why they’re important, and the different types you ma...
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Last Updated: 06/13/2025
in Brochures Our Time Optimized Planning™ aligns investments with income needs and risk tolerance, using a Safety First, Steady Second, Grow Third approach to ensure stability, growth, and tax efficiency over market cycles.