The Complexities of Estate Planning and your Legacy
Talking to your family or trusted friends about what happens after you pass away can ...
Volatility and its Role in Investment Performance
The concept of risk-return tradeoff is one of the most fundamental philosophies of ...
Retirement Planning Steps You Can Take Today
Retirement is the ultimate goal for most Americans today, and this goal can be daunting ...
What is a financial plan? Do I need one?
What is a Financial Plan? The CFP Board (Certified Financial Planner Board of Standards) ...
Why You May Need a Financial Advisor
In today’s climate of uncertainty, it is never too late to build a plan for success. ...
Savings 101: Pay Yourself First
When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
What You Need to Know About the Market in 2022
Growing up in the southwest my family undertook a couple of cross-country road trips that ...
2021 Still Seeing Upwards Momentum
Just a short month ago brought me and my wife to a local Dallas hospital, but thankfully ...
Predictions of Hope
A common theme that resonated throughout most literature in predictions for 2021 was ...
It's time for a financial review
Each year, at least once per year, a thorough checkup can help extend the life and keep ...