

Summer Vacation Planning and Retirement Planning
With Summer upon us, many people are planning their big summer vacations. Most Americans spend more time planning their vacations than...


Rain, Rain, Go Away, But Please Come Back Another Day
I’ve lived in the Dallas area since 2004. Since living here, I’ve learned there are some things that are pretty reliable about Dallas. ...


How Good News Can Be Bad
Yesterday, there was a series of economic data that was released that was viewed as positive data. In response, the Dow Jones Industrial...


Random thoughts...
A couple of Random thoughts for the week You may have heard the Wall Street addage before, “Sell in May and go away.” What does it mean?...


Professional Advisors versus Robo-Advisors
With the rise of Robo-Advisors, I thought I’d write a few of my thoughts about the value of working with a professional Advisor, a human...


Fiduciary Requirements and Why It Matters
Much is being made of legislation discussions in Washington about the requirement for advisors of retirement accounts to have a fiduciary...
So, Who Are You Calling An 'Advisor'?
Copied from http://www.fa-mag.com/news/so--who-are-you-calling-an--advisor-21236.html?issue=244 It happened again. A well-known...


Tax Notes for April 15th
With the annual deadline to file your income taxes a mere hours away, there is little you can do to have an impact on your 2014 return. ...


Understanding Interest Rates and the Fed, Part 2
During the Financial Crisis of 2008-2009, the Fed cut interest rates to drive liquidity and stimulate the economy. The Fed Funds rate...


Understanding Interest Rates and the Fed, Part 1
When people talk about interest rates and investing, I find that there is often some confusion about what drives rates and the impact of...

























