If you’ve been watching the news (or the balances of your accounts), it's no secret that this year hasn’t been kind to your account value. While markets like these are a natural, normal part of investing, that doesn’t mean they are much fun.&nb...
When we get into market declines like these the thought that’s in the back of all of our minds is, “Is this the start of something bigger?” Is this the beginning stages of the bear market we’ve been waiting on or is this just another run-of-the-mil...
A quick warning for tax season: For the second time this year, I’ve seen a 1099 that was incorrect. In both cases, this would have meant that my client would have paid higher taxes AND higher medicare premiums if it wouldn’t have been caught. I don’t...
Searching for a financial adviser in Texarkana (or anywhere else) may not be an easy process. According to FINRA's BrokerCheck, 85 individuals in Texarkana hold a securities license to market and sell investments. When you add the “insurance only...
That conversation is one I'll never forget. "Son," he said with a slight chuckle, "In this business, there are three people that need to make money. The home office, the financial advisor, and the client. But listen, two out of three ain't bad." I wa...
In my career as a financial advisor, I've made a few mistakes. The biggest? Not being more convincing to my clients that they should stay invested in rough markets. I became a licensed financial advisor in early 2003. People were still really skittish over...
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