Resource Library

If you are looking for a tax efficient investment that tracks a specific market index, then the exchange traded fund (ETF) may be an interesting alternative. An ETF bears some similarities to a mutual fund but also possesses some significant differences.

A toolbox is not complete without at least one pair of pliers. Pliers come in all sizes. Pliers are versatile tools that can be useful in a variety of situations and do many things. The same holds true for a flexible legal arrangement known as a trust.

Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, your are borrowing your own money and paying it back to yourself with interest.

When you are investing for retirement, there will almost certainly be times when the markets take a beating. And that can be rough. Seeing investment values drop is difficult, even for professional investors.

Donating appreciated assets outright is only one strategy available for obtaining a charitable deduction and avoiding capital gains tax.