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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...

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...

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...

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...

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...

There is one place you should never go for Social Security advice…