Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?