A provision of the Treasury’s new CARES act (Coronavirus Aid, Relief, and Economic Security Act) is waiving the 2020 minimum distribution requirements for IR...

Have you tried calling us this morning to wish us a Happy Valentine's Day? Our phones are down and we can't even get our provider on the line. So clearly it'...

The fourth quarter of 2019 and the 2019 year were robust. All of the investment classes and groups below had double digit returns for the year. The 4th quart...

The third quarter of 2019 (blue) was a mix. Large US companies, real estate and bonds had good returns. Small US companies continued to struggle along with i...