Total Return: Understanding Investment Performance Fundamentals

How total return combines income and capital appreciation to provide a complete picture of investment performance.

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Donor Advised Funds Offer a Flexible Tool for Estate Planning

Why using a Donor Advised Fund can offer valuable flexibility compared to naming a charity directly in your estate documents.

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Tax-Loss Harvesting Strategy: Benefits, Limitations, and Key Use Cases

Tax-loss harvesting can be a smart strategy to reduce tax bills by locking in investment losses. But it might not be a great idea for everyone.

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Financial Life Planning: A Roadmap to Your Best Life

How to take a holistic approach when developing a financial life plan defined by your own vision for your best life.

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What is a tax law sunset? More importantly, should I do anything?

Is the tax law sunset a thing of beauty, or does it signify the end of a good thing? In short, the sunset means tax rates are set to change in 2026.

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PwC Partner Benefits: Guidance for Managing Compliance and Post-Retirement Cash Flows

A concise overview of two important complexities for PwC Partner retirement benefits: compliance and cash flow management.

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What to Do If Premiums for Long-Term Care Insurance Increase

A guide to determining the best course of action if premiums for your long-term care insurance increase.

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What the Federal Reserve’s Rate Cuts Mean for You

With much attention on the Federal Reserve and interest rates recently, we want to dive deeper into what it means when the Fed cuts rates, how it affects the broader economy, and what potential investment implications you should consider.

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Cybersecurity Tips to Protect Your Data and Assets

Learn how to keep your financial and personal data and assets safe with our top cybersecurity tips.

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