Our Latest.

Returning Stimulus Payments Made to Deceased Individuals

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Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

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If you (or a family member) ever placed a child for adoption and don't want him to be an heir, you should revisit your estate planning documents.
Healthcare Worker

Collective Healing Process - Dispatches From Route 66

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The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.
Oil field at sunset

Subzero Oil Prices and the Storage Problem

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U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?
Social Distancing

What Will Your "New Normal" Look Like?

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How will the COVID-19 social distancing affect your life going forward? Read.

Don't Touch Your Portfolio (Or Your Face!) - Dispatches From Route 66

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Investment Dos and Don'ts During Recession.

April 2020 Investment Perspectives

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Our experts comment on the impact of the coronavirus on stock market returns and more.

ViewPoint - Our Offices Are Open

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Our offices are open and our professionals continue to serve you. Read more.

CARES Act Signed by President Trump Impacts Retirement Plans

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Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.
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