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 » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance. Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity. Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.