Whitepapers

10 Costly Executive Compensation Mistakes You’ll Want to Avoid  
Examine some common executive-compensation blunders and how to avoid and solve these issues.

2021 Tax Planning  
This guide explores where your tax dollars go and some of the ways tax filing may look different in 2021.

Take Charge of Your 401K  
Great insights on how to avoid common (and expensive) mistakes and learn how to use your 401(k) as a tool to help with your retirement preparations.

Women & Investing    
A guidebook of resources for women who are seeking perspectives on how to take control of their financial lives.

Unlocking the Treasures to Financial Wellness    
A guide to creating personal and financial wellness. The first step is knowledge. Knowledge is power, the power to build robust financial health.

8 Timeless Principles of Investing    
Many factors can influence the performance of your investments. Use this guide to help you focus on what you can control.

59 ½ - Why is this age so important?    
This guide explores your retirement choices, your healthcare concerns, and how to move vibrantly into those golden years.

2020 Tax Planning
Helpful insights on how to prepare for the 2020 Tax season.    

The Secure Act    
An overview of The SECURE Act passed at the end of 2019. Working with a financial professional is key to determining whether the SECURE Act legislation will change your financial strategy going forward.

Pullbacks, Corrections & Bear Markets  
It’s natural to question your investment strategy when the market gets rocky. Here are some insights from the perspective of a financial professional; these steps might help you stay calm and focused.