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Implications of the DOL’s Fiduciary Rule Proposal

  |  By Patrick Hughes

2016 could mark the biggest shift in more than 40 years in how investors receive retirement advice and how alternative investments are held in re... More »

How to Pay Less in Taxes by Opening an IRA

  |  By Karen Walls

With tax season here, many of us are thinking about how to pay less on our impending taxes. One way to lower that bill is to open an Individual R... More »

PENSCO Trust Company to be acquired by Opus Bank

  |  By Kelly Rodriques

I am pleased to announce today that PENSCO Trust Company (PENSCO) has entered into a definitive agreement to be acquired by Opus Bank ("Opus")(NA... More »

Investing in Real Estate With a Self-Directed IRA [Podcast]

  |  By Christopher Orr

The stock market greeted 2016 with a horrendous week of trading that necessitated trading halts in China and prompted 100-point market swings in... More »

Market Volatility Boosts Demand for Alternative Investments

  |  By Kelly Rodriques

Editor's Note: Given the extreme market volatility we've witnessed since the start of 2016, we are re-posting this blog that we published in Nove... More »

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