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?
Corporate Retirement Plans articles
You can’t control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.
The SECURE Act eliminated a popular feature, the “Stretch IRA.” Learn how this will impact your estate planning and charitable contributions.
As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.
Our offices are open and our services continue uninterrupted. Read more.
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.
Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.
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.
Making Sense of the Recent Yield Curve
We have served our clients with a fiduciary duty since our founding in 1981.
Understand the new tax law before untying the knot
Changing Political Climate Threatens Fiscal Conservative Species
Does anyone care about government spending and debt? And who will pay the bill?
Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.
Social Security benefits are an important component to retirement planning. Here’s what you need to know about receiving Social Security on your spouse.
Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa’s article.
It is important to invest in international stocks. Here’s why.
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.
Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
Batman, the first comic strip trust fund baby, turns 80 today. What lessons can we draw from the Dark Knight?
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.
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.
“Many jobs in the future aren’t even in existence today.” Are we unprepared for what’s coming? Read more.
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.
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?
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?
What You Need To Know Before Signing Up for Medical Coverage.
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.
Deciding when to retire is a very important financial decision. Some choose to retire later in life.
How to Make a Roth Work for You
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.