5 Smart Investing Principles The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Surprises Making the most of surprises is a great reason to work with us. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.