Principles of Preserving Wealth 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 » Share | Related Content Tax & Estate Strategies for Married LGBTQ+ Couples Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Financial Hacks for Millennials: Values-Based Investing Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.