retirement

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What should I know before I take money out of my retirement account?

As we write this from our new headquarters in Denver, Colorado, we're expecting 3 inches of snow, on the 18th of May. It's supposed to be springtime, and for the most part, it is - flowers have bloomed, trees are full of leaves, the grass is green, but in the middle of what should be

2020-01-11T01:59:48-07:00May 17th, 2017|Categories: Uncategorized|Tags: , , , , , |

February Coffee Club

Our last coffee club in the RGV until autumn is coming up this week! Join us  Wednesday, February 1 at 9am, for coffee and pastries, conversation, and a quick market update. With the strong possibility of a FED rate hike, booming oil prices, a wild presidential election, and stock markets at all-time highs, we'll be talking

2017-01-29T22:18:03-07:00February 1st, 2017|Categories: , |Tags: , , , , , , , |

Beware the Sketchy Salesperson: 10 signs you should do business elsewhere

Nearly every investment professional built their book of business by winning their client accounts away from another advisor or firm. It’s just how the business is done, unfortunately. If you have assets, we in the financial industry will all be in competition to be the manager of those assets. Whether it’s your bank or credit

Volatile markets this week – 11 things to remember

Markets this week have been spooked due to bad economic news coming out of China, the world's second biggest economy.  Remember that markets are always cyclical, and that no one can accurately predict the tops and bottoms of each market. Remember also, that media outlets need to grab your attention. So they'll do it with

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