Managing Portfolio Risk with Financial Planning in Retirement

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.

Mid-Year Tax Planning Checklist

All too often, taxpayers wait until after the close of the tax year to worry about their taxes and miss opportunities that could reduce their tax liability or financially assist them. In this Tax Strategist article, we list events that can affect your tax return. Taking steps now to mitigate their impact, may help you avoid unpleasant surprises next year.