*4/23/20 Update: EIDL and PPP EIDL and PPP checks are flowing. Remember, the EIDL check you receive is a tax-free grant. Make sure you annotate clearly on your books as…
It’s been over a decade now, and time softens even my most dramatic memories. I was in Chicago for the launch of an intensive year-long coaching program for advisors. My…
There is no question that viruses are deadly and scary. According to the CDC, the regular, annual seasonal flu quietly kills somewhere between 291,000 and 646,000 people per year worldwide….
There was a major selloff in the stock market this week as investors processed information about the coronavirus. As we discussed these events, Austin and I inadvertently found ourselves talking…
There is a new sleeve of our portfolios that we are becoming more and more helpful. Adding to the traditional stock and bond mix, we are using Defined Outcome ETFs….
I don’t like index annuities, and I especially dislike variable annuities with complicated riders that supposedly promise you’ll never lose money. With these products, you get lots of smoke and…
To help curb much of the anxiety and uneasy feelings of financial markets today, we can take a lesson from Mark Cuban on protecting our invested assets. In 1999 Cuban…
Thoughts on Bonds Bonds are a crazy animal. With interest rates trending down bond funds look fantastic, yielding much higher returns than you would normally expect. But the only reason…
Most people trust their financial advisor. Problem is, most advisors should not be trusted. I know that’s a strong statement, but after spending over twenty years in this industry, I…
My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…
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