10 Planning Rules that Drive Financial Success

Are You A “Basement” Thinker? Too often, we tend to focus on individual stocks and other investments that will hopefully lead to wealth.  While that is O.K., it isn’t enough. The issue is investing without a sound “plan” is the same as building a house without a “blueprint.” Yes, you will get something, but it […]

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The 12-Investment Rules

Have you ever asked your advisor about their buy or sell-rules for your portfolio?   Notice how flies began to gather around his open mouth? You need The Rules—the rules that Wall Street will never share to help you build wealth. Join Rich Rosso and me for our next free webinar on Twelve Investment Rules for a […]

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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 […]

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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 […]

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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 […]

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Why Dave Ramsey Is Wrong

“Why Dave Ramsey Is Wrong” Financial Guru, particularly Dave Ramsey, have consistently warned their listeners to ONLY “Buy Term Life Insurance,” even going as far as to suggest all other types of insurance is a scam. But Is That Really The Case? Of course, not. As with all things, particularly in the financial world, there […]

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Annuities: The Good, Bad & Ugly

Are you getting ready: To retire? Have retired? Or have recently lost or changed your job? If so, you have probably been solicited to buy an annuity or some other type of “insurance product” that promises great returns with “no risk” to your principal. If so, STOP!. This presentation covers the benefits of annuities and insurance […]

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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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