Retirement
9 Personalities of the Affluent
CLICK HERE TO TAKE YOUR QUIZ What’s your “money personality”? If you are not sure, we have a little quiz you can take by clicking the link above. Once you complete your quiz, you’ll receive an email with your answers and money personality. Let’s dive into some psychobabble today. Did you know that there is…
Read More10 Ways To Make Your Money Work
There are always those gnawing questions: What could I be doing to get my money to work harder for me? How to get more out of my retirement assets? As hard as people work for their money, they deserve ways to get their money to work harder for them, especially with retirement approaching or already…
Read MoreHow To Find A Financial Advisor That You Can Trust
In a world increasingly saturated by competing advice, it’s crucial to find a financial services professional you can trust. What are some questions that you should ask when seeking out a financial advisor?
Read MoreInflation: Expectations for 2018
It seems as if inflation has been biding its time. Since the financial crisis a decade ago, growth in prices and wages has been muted.1 However, many financial analysts believe that’s about to change. A jobs report from early March revealed continued hiring and a moderate increase in wages. The stock markets welcomed the news, responding…
Read MoreIn Retirement…It’s Not Always About Rate of Return
In retirement….rate of return actually ends up being the SECOND most important thing that you need to worry about. What is the FIRST? Find out by watching the video below in this weeks “Dollars & Sense” segment. Ready to discuss your investment future? Send me a message on the right side of the screen!
Read MoreOur TV Show Debut!
Our TV show debut on KSAT ABC 12 is now avaliable online for your viewing pleasure! Click the BOLD link below to start watching! CLICK HERE TO WATCH
Read More4 Key Steps To Finding The Right Diversification Mix For Your Retirement Money
One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you…
Read More4 Diversification Steps For Your Retirement Money
Most people are familiar with the concept of diversification as it applies to their assets — spreading money across stocks, bonds, cash, etc., so all your eggs aren’t in one basket. What many don’t know is that with retirement looming on the horizon, they need to consider several different levels of diversification to give their…
Read MoreIs Your Retirement Plan ROCK Solid?
When building just about anything, a strong foundation is key to making it last. This holds true when constructing a house, and when building a retirement portfolio — a financial house, if you will. But given the variety of financial vehicles available these days, how do you know what is right for your particular situation?…
Read MoreFinancial Strategies in 2018
One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s eight-year bull market, however, has tested that philosophy. Most market analysts would agree that it was more important to be in the market and taking advantage of gains than to…
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