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Resilience, Innovation, and Opportunities
Innovation tailwinds are driving stock market valuations due to AI, and bond yields have reached their highest levels in decades. The future looks bright with numerous opportunities for investors.
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Retirement Planning
I-Bonds: What Investors Need to Know
Investors looking for diversification during market volatility and high inflation often ask their financial professionals about strategies that may be appropriate for their situation. With the Fed Funds rate near
May 28, 2022
Investing
Considering Investing in Today’s Real Estate Market?
If you currently invest in real estate or have plans to do so in the future, it’s essential to understand its risks. Now, we’re in a seller’s market, which means
May 26, 2022
Retirement Planning
5 Mid-Year Financial Review Tips
Halfway through the year is an essential time to examine your financial situation and determine if you need to make any changes to your strategies or increase contributions. A mid-year
May 24, 2022
Investing
April 2022 Market Review
The Return of Volatility “The true investor welcomes volatility…a wildly fluctuating market means that irrationally low prices will periodically be attached to solid businesses” -Warren Buffett The Federal Reserve Bank’s
May 9, 2022
Retirement Planning
Planning for a Texas Retirement
If you’re planning to retire here in Texas, we’re excited for you to embark on this next step! There is so much to enjoy here in The Lone Star State.
May 5, 2022
News
The SECURE Act 2.0
8 Ways It Will Change Employee Retirement Plans The SECURE Act 2.0 passed in March 2022 in the U.S. House of Representatives and is in The Senate waiting for revision
April 29, 2022