Market Opportunity for 2019

December 31, 2018

Stocks Finishing Best Year Since 2013

 

In the Houston Business Journal
January 9, 2015

 

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—Charles R. Schwab

 

Industry Articles

Investors Optimistic About 2019 Despite Uncertainity About Trump Administration January 28, 2019

Curtis Holden


8 Best High-Growth Investments for Retirement January 22, 2019

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How ETFs Changed The Advisory Business January 17, 2019

Brian Merrill


"How Much Do I Need To Retire? Your Questions Answered. December 27, 2018

Abigail Gunderson


How Tax Reforms Did and Didn't Favor Wealthy Clients December 17, 2018

Abigail Gunderson


4 Smart Investment Moves for Near-Retirees December 14, 2018

Curtis Holden


12 Aggresive Funds To Buy For A Still-Bullish 2019 December 12, 2018

Curtis Holden


Stocks' Sunny Finish Can't Make Up For Rockey Week: Markets Wrap November 16, 2018

Curtis Holden


Oil Falls Most Since 2015 on Fears of Oversupply November 13, 2018

Curtis Holden


6 Common Open Enrollment Mistakes and How to Avoid Them October 29, 2018

Keith Fenstad


Should You Draw From Your IRA Early? October 15, 2018

Abigail Gunderson


Advisors Help Clients Address The Complexities Of Social Security October 1, 2018

Keith Fenstad


How Millennials Can Get Asset Allocation Right September 28, 2018

Peter Faust


How to Protect Your College Savings from Market Swings September 13, 2018

Brian Merrill


Be Partners in Finances As Well As In Life August 27, 2018

Keith Fenstad


Tech Leads Stock Rebound as Oil Gains With Dollar: Markets Wrap August 2, 2018

Curtis Holden


How To Invest in Your 40s July 19, 2018

Peter Faust


All Your Embarrassing Questions About Saving Money, Answered July 7, 2018

Peter Faust


7 Ways to Make the Most of Your First Salary July 5, 2018

Abigail Gunderson


Wall Street Ekes Out Gain As Nike Surges June 29, 2018

Curtis Holden


Some Millennials Are Doing Great. What Are They Doing Differently? June 14, 2018

Peter Faust


How a New Law Will Let You Freeze Your Credit Files For Free June 14, 2018

Victor Powell


Women Can Catch Up to Men's Retirement Savings May 4, 2018

Abigail Gunderson


How To Keep Your Grown Children From Endangering Your Retirement April 27, 2018

Jeff Speight


Estate Planning Checklist: Easy Stress-Free Steps For Getting Organized April 3, 2018

Abigail Gunderson


6 Lessons From the First Year of Retirement March 30, 2018

Jeff Speight


Take These Steps If You're Going To Miss the Tax Return Filing Deadline March 28, 2018

Keith Fenstad


Helping Clients Pare Company Stock March 27, 2018

Abigail Gunderson


5 Reasons Couples Need to Talk About Retirement March 16, 2018

Jeff Speight


The Latest College Scene March 2, 2018

Peter Faust


11 Ridiculously Easy Ways to Save Money Without Feeling the Pinch February 28, 2018

Jeff Speight


How Zero-Based Budgeting Can Help Clients February 5, 2018

Brian Merrill


Why Rich Millennials Aren't Investing February 2, 2018

Peter Faust


An $11 Million Opportunity: It's Time For Advisors To Think About Estate Planning January 31, 2018

Keith Fenstad


It's the Most Wonderful Time of the Year...to Discuss Finances With Aging Parents December 17, 2017

Keith Fenstad


Find Your New Tax Brackets Under The GOP Tax Plan December 15, 2017

Keith Fenstad


Jim Nabors Gave Everyone A Lesson About End Of Life Documents December 6, 2017

Jeff Speight


Caring About Clients' Total Financial Health January 30, 2017

Curtis Holden


Why You Should Do a Digital Inventory of Your Assets February 8th, 2016

Keith Fenstad


Sometimes The Most Precise Answer is "It Depends" December 18, 2015

Jeff Speight


The Financial Planners Guide to Giving-3 Holiday Tips November 20, 2015
Brian Merrill


Oil prices up as report says companies re-evaluating $1.5 trillion in projects September 21, 2015

Brian Merrill


Advisors Go Paperless for Efficiency and Growth July 29,2015

Brian Merrill


Why Every Woman Needs an Emergency Fund July 4, 2015

Abigail Gunderson


Saying "Yes" to a Couple's Dream Home May 1, 2015
Abigail Gunderson


Outsourcing Inspires Strong Feelings in FAs: Study April 27, 2015

Brian Merrill


How to Discuss Aging Issues With Your Kids April 3, 2015

Keith Fenstad


Who's Behind Your Wealth January 9, 2015

John Merrill


Keeping Good Debt Can Net You More Money July 14, 2014

Keith Fenstad


Have Too Much Money In Your Retirement Account? See This Guy June 12, 2014

Brian Merrill


Helping Clients Resist Emotional Investing March 11, 2014

Abigail Gunderson


Know The MLP Pitfalls Before Putting Money In January 5, 2014

Curtis Holden


Lottery Winning 101: First Get a Lawyer and Tax Expert September 19, 2013

Keith Fenstad


Younger People Taking Advantage of Roth 401ks August 13, 2013

Abigail Gunderson


What To Do When You Win The Lottery August 8, 2013

Keith Fenstad


Tech Cuts Costs, Lowers Client Fees For Houston Financial Advice Firm July 3, 2013
Brian Merrill


How do you fight back if student-loan interest rates double? June 5, 2013

Keith Fenstad


When The Roof Caves In...May 8, 2013

Jeff Speight

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