Scroll through your social media feed after a major move in the market, and you’ll see a flood of hot takes, bold predictions and “can’t-miss” tips. Welcome to the age… Read More
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
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
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
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
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
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More
“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More
If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More
