There are some very simple rules of thumb that you can use to help make sure your savings will last throughout your retirement. In this video, I talk about three of these rules that I see most often. And then I’ll throw in a twist on these rules that...

A beneficiary designation seems straightforward at first glance: Just fill out a form naming the people you wish to inherit your account in the event that you pass away.  Seems simple enough, right? Nope! It’s not that easy at all.  What lurks in t...

Here are the three steps that I think every investor ought to be taking right now to make sure you have a portfolio comeback plan....

In this new client video, I address the 5 questions I’m asked about bear markets....

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 f...

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 ...

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 o...

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 skittis...