5 Strategies For A Successful Retirement

Are you getting close to OR have retired? Recently had a job change? Experienced a layoff? Had an unexpected life event that has changed plans? Those issues alone are enough to overwhelm most individuals, but combine that with: A Weak Economic Environment A Change In The Presidency Extremely Overvalued and Extended Markets Surging Debt Levels […]

The 5 Myths of Diversification

Warning: You’ve Been Sold A Bill Of Goods They tell us that diversification is a ‘free lunch…’ a way to effectively manage risk. But is it? NO! Diversification is just a pacifier for your concerns. Diversification is just an all-day sucker to provide a false sense of comfort. Do you know how the financial industry’s definition […]

10 Questions To Ask Your Advisor

Are you getting close to OR have retired? Recently had a job change? Experienced a layoff? Had an unexpected life event that has changed plans? Those issues alone are enough to overwhelm most individuals, but combine that with: A Weak Economic Environment A Change In The Presidency Extremely Overvalued and Extended Markets Surging Debt Levels […]

5 Mistakes Your Advisor Makes

It’s no surprise that crashing oil prices are impacting the Houston economy and it is beginning to take its toll on people just like you. If you have recently been laid off, retired or have transitioned to another job, you have quite a few financial decisions that you need to make. And you are not […]

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