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Licensed for Securities in: CA, NV, & TX. Licensed for Insurance in: AR, NV, TX & UT. Information from this web site should not be considered legal or tax advice. Please contact me to determine if investment, insurance, or planning ideas are suitable for your needs.
HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?
Home Equanimity
The Measure of a Life
Confident in Consumer Confidence?
Playing Catch-Up with Contributions
Measuring the Jobs Situation
HOT TOPIC: Moving Forward from the Credit Crisis
Making Moves to the Money Market
Estate Conservation You Can Trust
Retirement Countdown in a Down Market
Fixed Annuities May Offer Stability
Get Ready for Earnings Season
HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You
A New Way to Diversify
One Final Letter
Insurance for Your Whole Life
Variable Annuities Add Guarantees
A Long Look at the National Debt
HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan
Municipal Haste
The Long Road Ahead
Note to Self: Check Beneficiary Designations
Still Time for Stimulus Benefits
Looking for an End to the IPO Drought
HOT TOPIC: Looking for a Recovery in Odd Places
Get Your Retirement Reality Check
Higher Education Pays, But So Will You
It's Not Too Late to Consider Life Insurance
Good Care Begins Early
Stalking the Mighty Consumer
HOT TOPIC: Social Security and Medicare in Crosshairs
Estate of Emergency?
It's Time to Get Real
Inflation Goes to College
Testing Your Liability Limits
The Positives of Negative Correlation
HOT TOPIC: Don't Risk an IRA Rollover Mistake
Celebrate Life and the Benefits of Insuring It
A Question of Identity
Exchange-Traded Funds Can Be for Conservative Portfolios, Too
The Land of Income Mobility
Recapping Market Capitalization
HOT TOPIC: The Fed Plans to Spend Trillion or More to Spur Growth
Never Too Old—or Too Rich—to Consider Life Insurance
Avoid the Timing Trap
Income Now or Later
Defend Your Retirement from Inflation
Separate Your Business from Your Portfolio
Hot Topic: Historic Stimulus Strives to Spur Economy
Can You Count on Disability Income?
When It Comes to IRAs, Know Your Limits
Time to Revisit Risk
Another Update on the History of the AMT
What You Can Learn from LIBOR
HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat
Doing Fine in '09?
Variables You Can Count On
Retirement Is No Reason for a Portfolio to Stop Working
Preparing Not to Inherit
Essential Fundamental Analysis
HOT TOPIC: Saving America's Storied Automakers
A Simple Conversion
Investors Without Borders
Averaging for Dollars
The Most Important Blank
Time for Forecasts
HOT TOPIC: What's Ahead for 2009
Protection for a Rainy Day
Social Security Outlook
Don’t Bet Your Life on These Insurance Myths
Managing Volatility with a Bond Ladder
What Employment Says About the Economy