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Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through these items with your advisor so that you maintain control.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.