The Blog

Medical Expenses Typically Underestimated in Retirement

While medical expenses should come as no surprise to retirees, the amount of money we anticipate spending on medical care in retirement is often grossly underestimated. Based on a 17-year retirement, a couple who retired last year could expect to … Continue reading

Breaking Free from the 401(k) Trap

401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan.  Employees are generally limited to a list of 10 or 12 mutual funds and are unable … Continue reading

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

The Annual End of the World

Sir John Templeton, the father of international investing, once said, “Among the four most dan­gerous words in investing are ‘it’s dif­ferent this time.’” With the continuation of a lackluster economic recovery and so much congestion in Washington these days, it … Continue reading

Is Your IQ Overrated?

Keld Jenson is a contributor for Forbes on­line and has written about the other types of intelligence beyond IQ: Emotional Intel­ligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ … Continue reading

Benchmarks and Investor Psychology

There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securi­ties markets. Why, then, are there so few genuinely successful investors? In my opin­ion, the answer is simple – they … Continue reading

Texas: Drawing in the Best Bulls

Growing up on the east coast, your per­ception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on mov­ing here, I could see wild visions floating through … Continue reading

Thank You For Attending the Client Appreciation Event!

We had a blast at the Client Appreciation Event on March 28th 2013 at Arcodoro. Thanks to all of those who were able to attend, it was great to see you!