Financial Education & Training to Improve Your Retirement
Follow the blog for our latest thoughts on the stock market, investing, and financial planning issues impacting our clients. You’ll find a ton of great articles on option trading, covered calls, income investing, and more.
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What are House Margin Requirements?
When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a…
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Texas Tomorrow: Understanding the Texas Tuition Promise Fund
Many times when we meet with clients, the topic of how to pay for their children’s college is on the forefront. There are really two main choices when deciding on a college…
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Filial Responsibility Laws: Your Parents Your Responsibility
UPDATED 2019: This article on Filial Responsibility Laws, which was originally published in 2012, continues to be one of our most popular posts. Please keep in mind that it is…
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Is running out of retirement money a fate worse than death?
Imagine this – the year is 2040. You are 80 years old, in reasonably good health, and you have just spent your last penny of retirement savings. You have no…
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Stock Market Slot Machine
I strongly recommend an excellent article to you, from the Psy-Fi blog, a regular on my daily reading list. The title of the article is B.F Skinner’s Stock Market Slot Machines:…
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Can You Have Too Much Home Equity?
This article on home equity was originally published in 2008, and continues to be one of our most popular posts. Please keep in mind that it is possible some of…
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Viaticals and Life Settlements
UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…