What financial issues have been on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in to read articles from the point of view of our experienced advisors. We’re glad to have you reading along.
Nick J. Valenti, CLU®, ChFC, CFP®, AIF® |
Thursday, October 22, 2020
Recently offered a buyout package by your employer? Read on for the key factors to consider when deciding whether to take the buyout. "Are you ready to retire?" This is an especially important question which requires you to think about...
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Jeffrey Manzella, AIF®, CFP® |
Thursday, August 20, 2020
You board the plane, the pilot says over the speaker, “ladies and gentlemen our instruments are down, I know you want to get to San Diego in 3 hours, we will just have to hope for the best.” Most passengers will not want to...
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Jennifer L. Scroggins |
Tuesday, April 21, 2020
So, I’ll admit it. I’m a creature of habit. Aren’t we all? But recently, thanks to the pandemic, I’ve been forced to change my shopping habits. I think of HEB as my first real job. I pride myself to this day for...
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Rajesh Laungani, MBA, CFP® |
Wednesday, April 1, 2020
The Senate and House of Representatives passed the Coronavirus Aid, Relief and Economic Security (CARES) Act, bringing roughly $2 trillion of relief into the economy to help keep businesses and individuals afloat during this...
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Nick J. Valenti, CLU®, ChFC, CFP®, AIF® |
Thursday, March 19, 2020
We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news...
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