Corporate Retirement Plans articles

Subzero Oil Prices and the Storage Problem

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?

Outlast The Storm

You can’t control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.

Tax Day Delayed To July 15

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

Our offices are open and our services continue uninterrupted. Read more.

SECURE Act Significantly Impacts Your Retirement Planning

If you have an IRA heading into 2020, here’s what you need to know about the new tax law and how it may impact your retirement and estate planning.

Doing the Limbo

Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.

A Christmas Gift to Your Future Self

Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.

The Fiduciary Rule: What It Means For You

We have served our clients with a fiduciary duty since our founding in 1981.

Is Fiscal Discipline Extinct? – Bob’s Market Observations

Does anyone care about government spending and debt? And who will pay the bill?

How Health Problems Become Wealth Problems

Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.

Collecting Spousal Social Security Benefits

Social Security benefits are an important component to retirement planning. Here’s what you need to know about receiving Social Security on your spouse.

Staying on The Yellow Brick Road

Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.

Beyond Our Borders: Why You Should Be Investing in International Markets

It is important to invest in international stocks. Here’s why.

DPOA: A Document With Super Powers

A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.

Playing Hoops With the IRS

Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.

Happy Birthday, Batman!

Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?

My Aunt’s Close Call – Bob’s Market Observations

Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.

2019 Taxes Cheat Sheet

Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.

Jobs of the Future – Bob’s Market Observations

“Many jobs in the future aren’t even in existence today.” Are we unprepared for what’s coming? Read more.

Alzheimer’s and Dementia Patients Are Easy Prey For Scammers

Each day, Alzheimer’s or dementia patients are at a high risk of being financially exploited. Learn how to spot it and how to prevent it.

“Drill, Baby, Drill”

The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

The Return of Volatility

It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What’s driving investor anxiety and how does 2019 look like for the markets?

Tariffs And Raisins – Children Pick Up On The Darndest Things

Top 5 Retirement Planning Mistakes

Along with getting married and having kids, retiring is one of the most serious decisions you will make in life. If you plan carefully, your retirement years can be filled with joy and financial independence. But the alternative can lead you to serious financial problems. Here are our top 5 retirement planning mistakes to avoid in order to achieve a successful retirement.

Taking Shortcuts on Retirement

Deciding when to retire is a very important financial decision. Some choose to retire later in life.

Fees Matter

In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.