5-Things Your Broker Will Ignore – Part 3
Written by Richard Rosso | Sep, 4, 2019At our extensive Retirement Right Lane Classes which fill seats all over Houston, our planning…
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5-Things Your Broker Wont Tell You – Part 2
Written by Richard Rosso | Aug, 21, 2019Valuations Matter. As I mentioned briefly in Part 1 of the series, investors about to…
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5-Things Your Broker Will Ignore – Part 1
Written by Richard Rosso | Aug, 14, 2019Investors mistakenly believe their financial partners are students of holistic financial planning. Outside of sell-side…
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The Most Important Trait To Look For In A Financial Advisor
Written by Richard Rosso | Jul, 24, 2019Daniel R. Solin, a New York Times best-selling author who penned a series of popular…
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F.I.R.E. – Ignited By The Bull, Extinguished By The Bear
Written by Lance Roberts | Jul, 22, 2019Do you remember this commercial? The Etrade commercial aired during Super Bowl XLI in 2007….
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How “FaceApp” Can Help You Save More For Retirement
Written by Richard Rosso | Jul, 17, 2019FaceApp is taking over social media. It also may help procrastinators focus on long-term goals,…
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The One Lesson Investors Should Have Learned From Pension Funds
Written by Lance Roberts | Jul, 15, 2019Just recently I ran a 3-part series on the variety of things individuals believe about…
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What You Need To Know About Medicare & The “BENES” Act
Written by Richard Rosso | Jul, 10, 2019The Medicare Rights Center a national non-profit consumer advocacy organization, fields thousands of questions as…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part 3
Written by Lance Roberts | Jul, 1, 2019Click Here For Part 1 – The Savings Error Click Here for PART 2 –…
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1995 Rate Cut & The Case For The Final Leg Of The Bull Market
Written by Lance Roberts | Jun, 27, 2019Market participants want to believe today’s bull market is similar to 1995. In 1995, July…
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Teens & Summer Jobs: 3-Ways To Maximize The Experience
Written by Richard Rosso | Jun, 26, 2019The labor market is tight. However, summer jobs for teens, especially in leisure and hospitality…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part 2
Written by Lance Roberts | Jun, 24, 2019Click Here For Part 1 – The Savings Error Click Here For PART 3 –…
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SECURE Act: Big Changes & What It Means For Your Retirement
Written by Danny Ratliff | Jun, 21, 2019The House overwhelmingly passed a new bipartisan bill 417-3 called the SECURE ACT or Setting…
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The 3-Big Lies About Tax Cuts & The Economic Impact
Written by Lance Roberts | Jun, 20, 2019“The greatest trick the Devil ever pulled was convincing the world he didn’t exist.” –…
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A Generational Dose of Financial Reality
Written by Richard Rosso | Jun, 19, 2019Financial wellness is difficult to achieve without steeled resolve for fiscal self-preservation and an endlessly…
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Everything You Are Being Told About Saving & Investing Is Wrong – Part I
Written by Lance Roberts | Jun, 17, 2019Click Here for PART 2 – You Don’t Get Average Or Compound Returns Click Here…
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One Trick Pony: The Fed Is Pushing On A String
Written by Lance Roberts | Jun, 13, 2019Last week, I discussed the Fed’s recent comments suggesting they might be closer to cutting…
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3-Steps To Holistic Financial Wellness
Written by Richard Rosso | Jun, 5, 2019Investors tend to narrowly define wealth management as portfolios and products. Unfortunately, many financial professionals…
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Hope For The Best, Plan For The Worst
Written by Lance Roberts | Jun, 3, 2019Around 46 BC, Cicero wrote to a friend saying, “you must hope for the best.” To…
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5-Things Savvy Investors Should Know About Social Security
Written by Richard Rosso | May, 22, 2019The recent Nationwide Retirement Institute® Consumer Social Security PR Study conducted by Harris Poll queried…
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Strike Three: The Next Bear Market Ends The Game
Written by Lance Roberts | May, 16, 2019At the beginning of this year, I was at dinner with my wife. Sitting at…
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Is Capitalism Responsible For Socialist Sentiment?
Written by Richard Rosso | May, 15, 2019In 2009, I shared 2 words on Facebook that I felt would shape the future…
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3-Ways To Be Your Own Financial “Superhero”
Written by Richard Rosso | May, 8, 2019The latest in the Marvel movie portfolio – Avengers: Endgame has blown away every theatre…
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Boomers Are Facing A Financial Crisis
Written by Lance Roberts | Apr, 29, 2019There is a “crisis” brewing in America which will affect more Americans than the subprime…
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A Financial Reality Lesson From “The Highwaymen”
Written by Richard Rosso | Apr, 24, 2019A misrepresentation gnawed at screenwriter John Fusco. Influenced by a fascination with outlaws and gangsters…
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Your Healthcare In Retirement Reality
Written by Richard Rosso | Apr, 10, 2019“I think I’ll take a moment celebrate my ageEnd of an era and the turning…
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9-Ways To Teach Kids About Money
Written by Richard Rosso | Apr, 3, 2019Financial literacy is a grassroots effort that begins at home. Or in the car. Or…
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Health Is Part Of Your Financial Plan
Written by Richard Rosso | Mar, 20, 2019So, have you scheduled your colonoscopy? How’s the diet going? How much weight have you…
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Tips To Consider If You Are At Risk Of Getting A Severance Package
Written by Richard Rosso | Mar, 13, 2019With the current economic expansion already extremely long, even by historical standards, there is a…
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Social Security IS America’s Pension
Written by Richard Rosso | Mar, 6, 2019Abhorrent income inequality along with issues related to social safety nets like Social Security are…
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