Advice Center Blog

Physicians: Why You Need a Financial Professional Who Understands Your Industry

SUMMARY: As a physician, you've devoted a lot of time to educating yourself, building a ca...

How to Increase Your Financial Literacy

SUMMARY: Many people may enter adulthood without having all the tools they need to make in...

The Perils of Trying to Time the Stock Market

SUMMARY: Were you fully invested from the stock market bottom or did you try to time the u...

Key Considerations as You Start Receiving Social Security Benefits

SUMMARY: As your retirement draws closer, you will probably start to have lots of question...

Peak Optimism?

SUMMARY: While optimism surrounding the reopening is certainly understandable, this week w...

Key Benefits of a Financial Professional

SUMMARY: Whether you've been wondering about boosting your investments' rates of return or...

That $1.9 Trillion Stimulus Might Cause Inflation

SUMMARY: Continued monetary stimulus might lead to inflation, maybe even hyperinflation, w...

Retirement Planning: To Roth or Not to Roth?

SUMMARY: There are many reasons why you may want to consider using traditional and/or Roth...

How to Budget for a Potential Post-Pandemic World in 2021

SUMMARY: Learn some strategies for retiring in Houston that will help you reach your 2021 ...