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Asset Management Services  
Alternative bond indexes: Trading one risk factor for others?

An overview of alternative bond indexing approaches and why we support the traditional market-capitalization approach.


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Alternative equity approaches to indexing: Buyer be aware

An overview of alternative equity indexing approaches and why we support the traditional market-capitalization approach.


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Alternative strategies: What you don't know can hurt you

An overview of alternative investing strategies that may present advantages to a portfolio, but may also present challenges


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Bonds have never reached the depths of a bear market for stocks kit

Historically, the worst 12-month return for bonds has not come close to what would qualify as a bear market for stocks


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Create clear, appropriate investment goals kit

The media's focus on hot-performing strategies can cause investors to flock to highly rated funds. However, there is no guarantee that the fund's recent success will persist.


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Develop a suitable asset allocation using broadly diversified funds kit

When building a portfolio to meet a specific objective, it's critical to select a combination of assets that offers the best chance for meeting that objective.


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Floating-rate bonds offer higher yields for a reason

Floating-rate bonds have gained in popularity because they offer higher yields than most short-term investments and their coupon rates change with the market rate.


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Focus on college planning: Know your college savings options

Review and compare ways to save for your child's education.


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Focus on estate planning: Preparing for end-of-life issues

Whether you're facing a serious illness or just want to get your affairs in order, there are things you can do that will make it easier for your loved ones upon your death and ensure that your intentions are met.


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Focus on estate planning: Special needs trust

A special needs trust can be a valuable estate planning tool. Find out more with this fact sheet.


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Focus on estate planning: The importance of beneficiary designations Kit

Understanding how your assets will transfer after your death helps you create an estate plan that ultimately fulfills your wishes and prevents unnecessary delays for your heirs.


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Focus on executive compensation: What you need to know about equity plans

Learn about the tax implications of exercising and selling stock options and restricted stock shares within an executive compensation plan.


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Focus on financial planning: Managing multiple financial goals

A five-step method to help you save for several financial goals at once.


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Focus on health care: Coverage options for early retirees

Health care coverage options that can help bridge the gap between early retirement and Medicare eligibility.


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Focus on long-term care: Developing a coverage plan

Elements you should consider when making plans for long-term care.


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Focus on loss of a loved one: Handling financial matters in a challenging time

Steps that can help you manage your finances as you cope with the loss of someone you love.


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Focus on retirement planning: Envision your retirement questionnaire

A questionaire to help clients create a vision for their retirement


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Focus on retirement planning: I'm retiring. What now?

Some important questions to answer as you plan for—or enter into—retirement.


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Focus on retirement planning: Should you convert to a Roth IRA?

The pros and cons of converting to a Roth IRA.


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Focus on trust services: Learn the basics of living trusts

You've probably given some thought to what happens to your assets when you’re gone. Most people know they need a will, but when might you want to consider a living trust?


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Focus on trust services: What a trust can do for you

With a trust, assets are managed by a trustee whom you appoint to oversee and administer them. Trusts are an excellent way to manage and help safeguard your assets.


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Focus on trust services: Why choosing a corporate trustee makes sense

Whether you already have a trust or are in the process of setting one up, it’s important to select the right trustee to oversee it.


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Focus on wealth planning: Charitable gifts

A list of giving options to help you make the most of your charitable contributions.


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Focus on wealth planning: The benefits of a trust

What you should know about setting up a trust and appointing a trustee.


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Focus on Social Security: Advanced strategies for taking benefits

Advanced strategies for taking Social Security benefits


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In boom times or bust, balance has made the difference

A historical look at how balanced portfolios have weathered past recessions and why shifting to a more defensive portfolio in times of economic distress may not be warranted.


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Investment-grade bonds are among the best diversifiers of equity risk kit

The lower the credit quality of the bonds, the more their returns correlate with those of stocks during bear markets, reducing their diversification benefit


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Maintain perspective and long-term discipline kit

To meet any objective, one must rely on the interaction of the portfolio's initial assets, the contribution or spending over time, the asset allocation, and the return environment over the duration of the time horizon.


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Reaching for yield can also increase volatility kit

With low yields for investment- grade bonds, investors may be considering going to another asset class for higher income which may lead to volatility


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Setting realistic expectations for portfolio returns kit

Lower expected bond returns suggest lower returns for balanced portfolios


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Shortening maturities may help protect principal but could lower income kit

Shortening duration means forgoing better yields if rates stay low for an extended period of time


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Take control of costs; keep more of your returns kit

You can't control the markets. But you can often control what you pay to invest, and that can make an enormous different over time.


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The Case for Indexing

Informational brochure outlining indexing and the long term view on investing


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The Indexing Cost Advantage

The impact of costs on total returns and why low-cost index funds may be preferable to trying to outperform the market with actively managed funds.


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Trust Services: What to expect when you appoint us as successor trustee

The information in this document outlines what will happen when we assume the trustee role.


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Understanding asset allocation amid economic uncertainty

Learn how U.S. economic volatility and market volatility have been correlated in recent history, and why striving for total return may be preferable to reaching for yield to boost income.


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Understanding retirement income in a low-yield environment

Learn more about understanding retirement income in a low-yield environment.


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Understanding the basics of estate planning

Estate Planning Guide


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Understanding the role of Global Bonds

International bonds can help diversify your portfolio, but keep in mind the risk of fluctuating foreign currencies.


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What you should know about taking Social Security benefits

What you should know about taking Social Security benefits. When is the right time to start taking benefits?


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When market stress trumps 'diversification' kit

Why you should consider asset class return correlations with caveats and why exotic asset classes are no substitute for traditional high-quality bonds.


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Your Personal Financial Inventory

For documenting your family's important financial information.


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