We talk with folks daily about what they want their investments to do for them during retirement. Many presume their time horizon ends at retirement, rather than stretching over an entire lifetime or beyond, depending on their spouse's age,

Long-term risk. This refers to the ongoing challenge we always have as investors. It's not what most folks like to hear, but understanding and accepting that there is no way you can control the markets-or your investments-is

When it comes to gifting assets to future generations, many families are rightfully concerned about the potential tax effect. In other words, how and when should they pass down their assets to ensure that the greatest amount possible actually gets to

It's no fun paying up for essential goods and services, but what's mostly overlooked is the fact that many people will buy them regardless of price. So they may be suffering from inflation, but by paying much higher prices for discretionary purchases,

Anyone looking to sell appreciated stock is unfortunately going to trigger a tax on capital gains, whether long or short term. The current legislative and political climate has produced rumblings of a potential doubling of the long-term capital gains tax.