10 Planning Rules that Drive Financial Success
Written by Eric Theriot | Apr 18, 2020Are You A “Basement” Thinker? Too often, we tend to focus on individual stocks and…
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RIA-2017 Economic & Investment Summit (Videos/Slide Decks)
Written by Lance Roberts | Apr 24, 2017Just recently, I hosted the 2017-Economic & Investment Summit in Houston to discuss the markets,…
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The 12-Investment Rules
Written by Lance Roberts | Sep 1, 2016Have you ever asked your advisor about their buy or sell-rules for your portfolio? Notice how…
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The 5 Myths of Diversification
Written by Lance Roberts | Aug 5, 2016Warning: You’ve Been Sold A Bill Of Goods They tell us that diversification is a ‘free…
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5 Strategies For A Successful Retirement
Written by Lance Roberts | Jul 8, 2016Are you getting close to OR have retired? Recently had a job change? Experienced a…
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10 Questions To Ask Your Advisor
Written by admin | Jun 15, 2016Are you getting close to OR have retired? Recently had a job change? Experienced a…
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Summit – RIA Summer Outlook & Market Forecast
Written by admin | Jun 5, 2016RIA – SUMMER OUTLOOK & FORECAST LAID OFF? RETIRING? OR PLANNING FOR YOUR FUTURE? CONCERNED…
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Why Dave Ramsey Is Wrong
Written by admin | May 18, 2016“Why Dave Ramsey Is Wrong” Financial Guru, particularly Dave Ramsey, have consistently warned their listeners…
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Annuities: The Good, Bad & Ugly
Written by admin | Apr 20, 2016Are you getting ready: To retire? Have retired? Or have recently lost or changed your…
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RIA Economic & Investment Summit (Q1-2016)
Written by Lance Roberts | Apr 18, 2016Just recently, I hosted an Economic & Investment summit in Houston to discuss the markets,…
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5 Mistakes Your Advisor Makes
Written by admin | Mar 23, 2016It’s no surprise that crashing oil prices are impacting the Houston economy and it is…
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