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Category: Practical Finance

2023 TRS Annuitants – Recent Legislature Update
2023 TRS Annuitants – Recent Legislature Update
13 Jul 2023
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During the 2023 Texas state legislative session, bills were approved that provide two enhancements for retired Texas educators. If you are a retired teacher, administrator, or other Texas state education employee who receives a TRS […]
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How Artificial Intelligence, Tech, and Productivity Impact Portfolios
How Artificial Intelligence, Tech, and Productivity Impact Portfolios
5 Jul 2023
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The world has been abuzz over artificial intelligence and the possible benefits and threats. These range from the practical such as better tools for knowledge workers and ways for students to avoid writing papers, to […]
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Is It Better To Consolidate My Investments?
Is It Better To Consolidate My Investments?
27 Jun 2023
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People often ask our team what the benefits of consolidating investment accounts are, if it is better, and when might be the best time to do so. Each of these are excellent questions that depends […]
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Investment Markets: 101 – A Crash Course to Keep You on Track
Investment Markets: 101 – A Crash Course to Keep You on Track
13 Jun 2023
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No, don’t worry, there won’t be an exam at the end of this course. But you will have the knowledge to keep up with your friends the next time happy hour turns into an episode […]
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How Often Should I Review my Investment Portfolio?
How Often Should I Review my Investment Portfolio?
13 Jun 2023
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If you’re an investor, it’s important to regularly review your investment portfolio to ensure that you are staying on track with your goals and making the most of your financial investments. But how often should […]
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Understanding FDIC Coverage: Protect Your Funds with Confidence
Understanding FDIC Coverage: Protect Your Funds with Confidence
26 May 2023
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Understanding the ins and outs of FDIC coverage is crucial for safeguarding your hard-earned money. This post will walk you through the basic FDIC rules, how to expand coverage by aptly titling accounts, and checking […]
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When Should I Hire a Financial Advisor?
When Should I Hire a Financial Advisor?
22 May 2023
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3 Major Life Events That Can Benefit from Financial Advice Managing your personal finances can be a complex and challenging task. From budgeting and investing to retirement planning and tax management, there are numerous aspects […]
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On the Other Side of Fear
On the Other Side of Fear
22 May 2023
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“Everything you want is on the other side of fear” – Jack Canfield When it comes to financial markets, there’s no shortage of things to be afraid of – geopolitical tensions, economic health, world events, […]
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Financial Habits For Every Stage of Life
Financial Habits For Every Stage of Life
11 May 2023
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Building A Foundation in Your 30’s   Creating and sticking to a budget is a foundational practice when it comes to managing your finances. Budgeting helps you keep track of your income and expenses so that […]
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Investing Cash: Dollar Cost Averaging vs. Lump Sum
Investing Cash: Dollar Cost Averaging vs. Lump Sum
24 Apr 2023
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There are many opinions available as to what individuals should do if they want to invest cash they have on hand into the market. This could be from a liquidity event (sale of business, distribution […]
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