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Steering Clear of Financial Landmines in Divorce

​Understanding the financial and tax implications of your options is critical in creating a settlement that will last long-term.

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Five Unexpected Threats to a Well-Planned Retirement

You are met with a significant and unexpected financial challenge. How do you stay on track?

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Uncovering Hidden Assets: Detective Work in Divorce

In the course of unwinding a marriage, accounting for and making an inventory of financial and other assets can be overwhelming.

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Reframing Expectations: Recognizing the Challenges and Opportunities in Fixed Income

Many investors have responded to record-low bond yields and a potential increase in interest rates by taking on more risk...

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An Argument Against Life Cycle Funds

Retirement requires a psychological shift from saver to personal pension fund manager. Spending and investment decisions early...

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ConocoPhillips and Phillips 66 Retirement Plan Interest Rate Information

The 30-year Treasury Securities Rate (TSR) in Table 1 is the Effective annual interest rate from which the monthly interest credit...

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