Advisor to Client

Should you use dollar-cost averaging? Fallback Image Decorative pattern

Investing

Should you use dollar-cost averaging?

When dollar-cost averaging is a good thing—and when it could hurt you.

January 6, 2014

3 min read

When a co-owner dies Fallback Image Decorative pattern

Risk Management

When a co-owner dies

Planning for the possible death of an owner is one of the most difficult tasks business people will confront. Here are four ways to plan.

By Chris Ireland |January 3, 2014

3 min read

Avoid high tax on old trusts Fallback Image Decorative pattern

Tax

Avoid high tax on old trusts

It’s time to start thinking about any properties you put into trust 20 years ago.

By Dean DiSpalatro |January 2, 2014

4 min read

Conversation Starter – Pick the right destination Fallback Image Decorative pattern

Financial Planning

Conversation Starter – Pick the right destination

Where should you spend the winter? These questions will help you decide.

January 2, 2014

4 min read