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Education & Insights
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FAQs About Trusts
Here are questions about trusts that we hear frequently, and our answers.
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Investing 101: How to Invest
Getting started on investing? Our investing guide teaches you how to invest and what the basics are in investing. Learn more.
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Should Your Investment Program Be a Trust?
A good number of business or professional people, active or retired, count on us to maintain and enhance their hard-won financial independence. Is it time for you to consider a living trust?
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Role of the Trusted Advisor
The trust advisor stands in the unique position of being a central clearing house for his or her clients. The advisor knows the client’s current financial position, the client’s business, the client’s family dynamics and has helped plan the future for the client.
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Seven Myths About Trusts
Trusts are, for many people, simply quite mysterious. Here are seven common misconceptions that people have about trusts.
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Five Ways To Use Trusts
Trusts can be used for many purposes and with proper planning can be a great tool.
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Benefits of a Co-pilot in Portfolio Management
It’s true that an investment adviser is going to charge a fee for services rendered. That seems to be a reasonable expectation. But why wouldn’t you be inclined to hire a professional in this case, as you would in the other examples above?
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Finding Trustworthy Investment Advice
Has recent market volatility got you worried about your current investment strategies? Before changing directions on your own, it’s a good time to look at getting professional assistance with your investments. Professionals are experienced in analyzing the significance of economic and market events and their portfolio management implications.
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What Kind of Investor Are You?
An active investor is one who seeks to outperform the market, to invest in winners while avoiding losers, and who responds to market dynamics with portfolio repositioning from time to time. The passive investor, on the other hand, is satisfied to just get market returns.
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Credentials
In the search for trustworthy advice, consumers may sometimes look to credentials and designations for clues to an advisor’s expertise.
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Information Overload
Over the years, employers have taken many steps to improve 401(k) plans, to make them more attractive to participants and to encourage higher participation rates. One of those steps was to increase the number of investment choices available, so that each participant would be more likely to find an investment alternative exactly to his or her taste.
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Learning to Live With Risk
The truth is, all investing involves risk. But risk shouldn’t keep anyone from investing. Successful investors learn how to manage their risk by finding a comfortable balance between the risks that they are willing to take and the rewards commensurate with those risks.