Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast July’s surprisingly strong market returns? It’s almost (but not really)… Read More
Market Timing: Are we predicting a happily-ever-after for 2022?
Blog
7 Big Financial Mistakes to Avoid for Small Business Owners
Having a marketable idea or set of skills is essential to owning a successful and prosperous business. However, it’s just not enough to ensure good financial health. Like anything else… Read More
6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider
One of the most common questions we get from individuals and business owners, as CERTIFIED FINANCIAL PLANNER™ practitioners in Houston is this: “How do we lower our taxes?” From business… Read More
Retirement Planning in Houston: An Essential Guide
Did you know that the average retirement lasts around 25 years in America? Imagine the preparations you’d need to make to live without your primary income for 25 years. The… Read More
7 Ways to Derail Your Investment Portfolio
Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement
When planning for retirement, we frequently think about how much money we should have saved, where we would like to live, and at what age we would like to retire…. Read More
Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment?
We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More
Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV
Wondering what steps you can take if you are worried about losing your job? How do you take advantage of the market decline and current income tax rates? These are… Read More
7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale
Experts have been talking about income tax rates rising dramatically in the coming years as the federal deficit rises to worrisome levels and current tax rates are scheduled to sunset… Read More
Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline
Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January. While nobody… Read More
