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Is Diversification Dead?
If stocks zig. bonds zag. This means that, if the stock market goes down, bonds go up. It’s common to diversify your portfolio by balancing...
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Texas Estate Planning and RMD Changes you Need to Know for 2023
Like many of the topics that comprise financial affairs, there have been notable changes that went into effect recently that could alter your estate and...
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From Cardboard Shoes to Living the American Dream with Ron Stanton
When they pivot into retirement, people ask themselves one question first. Will I be able to pay my bills without working a job? Being able...
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Changing the Investing Strategy in 2023
I feel my investing is stuck. How do I get out? We have to remember that traditional investing includes three distinct asset classes – stock,...
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Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be subject to federal estate taxes. For Texas residents...
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Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming
Our education and job system is broken. We force everyone into college to major in any random course of study and graduate after 4 years....
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Retired Marine Shares Transition Tips for the Military with Tony White
“Put your mind to it and work hard.” We’ve all heard similar words since we were children. Because having the right work ethic helps us...
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From College Dropout to Business Coach with Tom Cuthbert
No one is surprised when someone goes to college, graduates and becomes successful in life. This gives the misleading impression that your circumstances determine your...
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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Managing the Sequence-of-Returns Risk
Imagine the day you retire. You’ve been working and investing for years leading up to this point. Not just money, but also countless hours went...
