5 Smart Investing Strategies 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 | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.