Commentary

This is why retirement plan fiduciaries must use five-year rolling returns when analyzing fund performance.

Many small-business clients can minimize taxes by maximizing the QBI deduction value for 2018.

When you don't ask, you are taking the decision out of the other person's hands and making it yourself.

Express Scripts' new drug list strategy will unlikely to replace the current system any time soon, but it's a substantial shift.

I'm thankful that so many employers voluntarily choose to offer a workplace retirement plan. And for the following....

A quick review of where matters stand with the DOL fiduciary rule, the SEC, and the states.