Is There A Secret To Higher Returns using Asset Allocation? Most people think that making money in the stock market is about buying low and selling high all the time at the right time. That is called market timing. These people might also think that they can predict the bottom of the market and the top […]
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Financial Advisor Fees Commission Based Advisors VS. Fee Based Advisors What are the main differences between financial advisors? What type of advisor is right for my family? Is my current advisor charging me too much for his services? Is my current advisor charging me a commission or is he/she charging me a fee? Or both? […]
EDUCATION ECONOMIC PRINCIPLES Published on Sep 22, 2013 Economics 101 — “How the Economic Machine Works.” Bridgewater – $169 Billion under management as the largest managed hedge fund by Ray Dalio Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, “How does the economy […]
Immediate Annuity Basics When it comes to retirement, we spend most of our time thinking about accumulating funds. We spend very little time at all thinking about how we are going to distribute all our retirement funds in a fashion where we won’t outlive our retirement savings. With so many different options for retirement income; […]
Variable Annuity You may have heard that your friend recently invested in a variable annuity. You may ask yourself, “Should I buy a variable annuity?” I have put together the top 5 reasons for buying a variable annuity and 5 things to consider before purchasing a variable annuity. As always, consult with a qualified financial […]
Houston Certified Financial Adviser – Qualifications CFP® – Wealth Advisor Registered Representative Certified Financial Planner™ (CFP®) Community Involvement Lifetime resident of the community. Member of: General Agents and Managers Association