NO TAXES, NO FEES, NO RISK. OH MY…
Welcome to WordPress. This is your first post. Edit or delete it, then start writing! At some point, you’ve probably received a piece of mail or heard the guy on the radio with the following too-good-to-be-true sales pitch “No Taxes, No Fees, & No Risk”. If you haven’t heard it yet, just wait. You will. This sales…
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OUTLOOK 2017: GAUGING MARKET MILESTONES
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to overemphasize change, putting a spotlight on uncertainty and playing up the worst case scenario. The way to assess the new dynamic is not to ask, “What’s broken?” or “What’s fixed?” but “How…
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ELECTION DAY
Finally, we made it! The day we’ve all been waiting for. By the end of the day, we’ll either have a new president-elect, a contested outcome or even the possibility of a split electoral. And while the market protagonists are out in full force today, whatever the outcome, there’s one thing I know with near certainty.…
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TRS & SOCIAL SECURITY
Q. I’m a teacher and plan on retiring in the next few years. I also have Social Security benefits from various jobs I have worked. I have been told that since I am a teacher I will not be able to collect my Social Security. Is this true? – J.B. in Texas I hear this…
DetailsIf it Sounds Too Good to be True… Part 2
When it comes to investing, no words ring truer than the old adage – “If it sounds too good to be true, it probably is.” Back in March, I wrote a post on this very subject. You can read it here This past weekend I happened across this from the Dallas Morning News: A well-known Frisco…
DetailsIf it Sounds Too Good to be True…
I had the pleasure of spending 4 hours of quality road time yesterday driving to East Texas for a client meeting. On multiple AM channels, I heard an advertisement for an “investment” that was “like a CD” using words such as “Safe” “Predictable” “Stable”. Here’s the kicker. This 1 year investment offers a 9% return. …
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