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December 2, 2019

At some point on your financial planning journey you’ll likely ask yourself questions regarding how to build and manage your long-term investing strategy. Trying to answer these questions may be intimidating, but know that you’re not alone. While this is not intended to be an exhaustive list it will hopefully shed light on a few key principles, using data and reasoning, to improve your long-term investing strategy.

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October 2, 2019

A fiduciary investment advisor can offer expertise and guidance to help you focus on actions that add value. When pursuing a better investment experience, investors should focus on the things they can control. Whether in Austin, TX or anywhere virtually in the US, here are ways a fiduciary investment advisor can help you stay on track:

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September 2, 2019

When scouring investment headlines, the reality is no expert or fee-only CERTIFIED FINANCIAL PLANNER™ knows what the market is going to do today or next week. If a “financial expert” claims to know what will happen today in the market, you should run for the hills.

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August 2, 2019

When google searching “best investment advice”, it’s important to understand that no financial advisor in Austin, TX or elsewhere in the US has a crystal ball for how the market will perform. Suze Orman, Dave Ramsey, Jim Cramer and other CNBC “experts” haven’t proven the ability to predict market events either.

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July 19, 2019

As an Austin, TX financial planner, an investment management concept I always hear about is trying to time and beat the market. When it comes to investment performance, time in the market is better than timing the market.