Tag: dallas financial planner
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Picture yourself waking up, pouring a leisurely cup of coffee, and heading out to your back deck to sit in…
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Last week, I shared a post celebrating my 20-year anniversary as a financial advisor with LPL Financial. LPL is the company…
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It’s hard to believe, but this September I’m celebrating my 20-year anniversary as an independent financial advisor with LPL Financial. …
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A popular Chinese proverb states that the best time to plant a tree is 20 years ago. The second best…
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You’ve spent decades carefully funneling money into your 401(k), 403(b), IRA, or some combination of retirement accounts. And you’ve likely…
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When it comes to investing, no words ring truer than the old adage – “If it sounds too good to be…
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I had the pleasure of spending 4 hours of quality road time yesterday driving to East Texas for a client…