About Bryan Zschiesche

Bryan is a CERTIFIED FINANCIAL PLANNER™ and a Qualified Kingdom Advisor™. He uses his expertise to develop investment strategies to protect and grow clients’ retirement savings. Bryan is a proponent of Elegant Simplicity, the idea that we can work through complex issues surrounding a financial problem and arrive at a sophisticated but simple solution.   Read Bryan's Profile HereRead More Articles by Bryan

Should You Use Fidelity’s BrokerageLink® Option?

If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it. Continue reading

The Power of Compound Interest

Albert Einstein called compound interest “the eighth wonder of the world.” He went on to say, “He who understands it, earns it; he who doesn’t, pays it.” Continue reading

Should You “Take a Flyer” on Boeing Stock?

We’ve received a handful of phone calls from clients asking if they should purchase some Boeing stock in the wake of the recent grounding of the 737 MAX 8 aircraft. The stock price declined nearly 12% over a two-day period from Monday, March 11th through Tuesday, March 12th, falling from $422.54/share to $375.41/share. Continue reading

How Long Should I Keep This?

While helping a family member declutter her paper files last year, I found records that were nearly as old as I am. Continue reading

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund. Continue reading

Three Election Night Investing Lessons

Regardless of political views or feelings about the election result, there’s a fascinating case study on stock market behavior here, and it is worth unpacking what happened purely from an investment perspective. Continue reading

Rainfall in Ethiopia

A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors. Continue reading

What Are You Retiring To?

Last week, I had the pleasure of meeting Dr. Michael Winters when we both appeared as guests on the Houston Matters radio program. During the program, we talked about both financial and non-financial aspects of transitioning to retirement, topics that are way too expansive to cover in a short radio segment. Continue reading