2022 winners and losers

2022 was a difficult year for investors. It also proved why we say "past performance doesn’t predict future results." We explain why along with the year's winners and losers.

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01.03.2023

The tax surprise lurking in bonuses

The tax and withholding rate on bonus compensation can lead to surprises... and confusion. Here's what you need to know to make the most out of your bonus.

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12.19.2022

Checklist: Changing jobs

Keep track of the high-level decisions you may face when changing jobs. If this checklist raises questions you can't answer on your own, we're here to help.

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11.24.2022

Roth conversions: When (and why) they make sense

Roth IRAs can be a great tool tax planning tool in retirement—but contributing to them can require careful planning for those in a higher income bracket.

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10.28.2022

Inflation risk: What it is, and why it matters

Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here's how to manage that risk.

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12.28.2022

Deferred comp: The amazing benefit no one is using

Deferred compensation is a powerful tax minimization tool. But because it’s uncommon, many executives don't know enough to take full advantage of the offering.

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12.08.2022

Leverage 101: How to get strategic about debt

Debt is a reality, even for the wealthy. And leverage can be incredibly useful. But with inflation and interest rates higher-than-normal, it's important to be strategic.

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11.04.2022

Investment accounts: Do you have a tax strategy?

There's more to diversification than asset classes. We also want to consider the type of accounts you keep your assets in. This can lead to tax benefits.

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10.17.2022

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