Literature Center

General Search - Wealth Management

2017 Tax Planning Strategies -- This paper delivers an overview of current tax provisions and potential strategies most relevant to benefit high net worth individuals and families.
2018 Medicare Quick Reference Brochure -- This brochure for investor and advisors provides an overview of Medicare parts, costs, eligibility and enrollment considerations.
2018 Social Security Quick Reference Brochure -- This comprehensive resource intended for investors and advisors, provides an overview of important rates, includes descriptions of various strategies and summarizes key concepts pertaining to Social Security.
2018 Tax Facts Quick Reference Brochure -- This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2018 tax year.
401(k)ollege Save now. Save more. Save right. -- Six steps to better retirement plan outcomes with a special emphasis on re-enrollment.
A Case for Diversification: A Hypothetical Historical Example -- This briefing paper shows the experience of four hypothetical investors who followed very different investment strategies - one who always bought the previous year's best performing asset class, one who always bought the previous year's worst performing asset class, one who bought a diversified portfolio, and one who bought a diversified portfolio and rebalanced annually - over a 20 year period.
A Guide to Social Security: Know Your Options, Maximize Your Benefits -- A briefing paper providing ways to maximize your benefits from Social Security, including how to qualify for benefits, how retirement age impacts lifetime benefits, discussion of average benefit amounts as well as tax issues related to program benefits.
Alternative Minimum Tax (AMT): Planning Considerations for Affluent Clients -- The Alternative Minimum Tax (AMT) was enacted to ensure that all taxpayers pay their fair share of the costs of government. This paper discusses the effect of treating income and deduction items differently for purposes of calculating AMT, illustrates the importance of multi-year planning and suggests strategies for reducing client’s potential AMT exposure.
Asset Allocation - Risk and Reward 1926-2016 -- As investors and advisors seek to allocate assets according to risk and return objectives, a historical perspective on the value of diversification may be useful. This paper includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.
Business Owners: Planning Needs from Startup to Succession -- Business owners represent an important segment of the high net worth market. This paper explores five key issues critical to the success and succession of closely held business owners: business structure, valuation, liquidity, asset protection and business transition.
Direct real estate's potential to improve returns and reduce risk for target-date funds -- As target-date funds have become more popular, portfolio managers have tried to improve diversification and risk management by adding asset classes. Until recently, however, no target-date mutual fund offered exposure to direct real estate—a separate asset class with investment characteristics distinct from equity and fixed income.
Managing Retirement Income Through Economic and Market Cycles -- This paper presents five decision rules designed to help advisors and clients deal with the uncontrollable variables of market performance and inflation during the retirement asset distribution phase.
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