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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 inves...

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 w...

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...

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...

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 cl...

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 ad...

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