Category Archives: Financial Planning

4-Icy Message That Get Investors In Hot Water

Written by Richard Rosso | Nov, 22, 2017

Bear markets are a challenge for investors to endure, emotionally and financially. Bears are part of the deal. You wouldn’t know it, especially based on stock behavior as of late,…

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2 Of 3 Investing Methods Will Leave You Short

Written by Lance Roberts | Nov, 20, 2017

On a daily basis, there is a litany of articles and advertisements encouraging you to invest your savings with the promise of future wealth and retirement security. But which is…

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Why You Are Like The Astros

Written by Danny Ratliff | Nov, 15, 2017

You’re the Astros, not the Dodgers, Yankees or Red Sox The city of Houston is elated, tired and relieved today with the close of an epic World Series and our…

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“Buy & Hold” Fantasy Story Reaches Fever Pitch

Written by Richard Rosso | Oct, 25, 2017

“Much of what passes for orthodoxy in economics and finance proves, on closer examination, to be shaky business.” The Misbehavior of Markets – by Benoit Mandelbrot & Richard L. Hudson. I’m concerned…

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Why This Market Ride Is Almost Over

Written by Richard Rosso | Oct, 18, 2017

“Taxi drivers told you what to buy. The shoeshine boy could give you a summary of the day’s financial news as he worked with rag and polish. An old beggar…

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6-Steps To Optimize Your Money & Life

Written by Richard Rosso | Oct, 11, 2017

 “I think we’re doing the right things with money, but we feel sub-optimized.” Twenty-eight years guiding others through financial challenges, thousands of words, and oddly I experienced personal angst over…

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8-Steps For “Fiscal Fitness”

Written by Richard Rosso | Oct, 4, 2017

Autumn is the period of transition from summer to winter; a time of harvest. Use the season to breathe fresh perspective into your finances and prepare for a prosperous 2018….

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NEED TO KNOW: Medicare Open Enrollment

Written by Richard Rosso | Sep, 20, 2017

Rising health care costs are a formidable challenge which requires ongoing vigilance. Preventative measures which include a regimen of regular exercise and smart eating habits can go a long way…

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3-Reasons To Question Your Advisor’s Every Move

Written by Richard Rosso | Sep, 13, 2017

I’m sure your financial partner is a well-meaning individual. I’m also certain the professionals chosen to assist with growing and protecting your wealth are doing what is acceptable per what…

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#FPW: 5-Financial Myths You Should Ignore

Written by Richard Rosso | Sep, 6, 2017

The financial terrain is strewn with robust fables cleverly disguised as facts. The setbacks to financial security due to stock market returns never realized, the precious time and human capital…

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3-Financial Lessons Learned From “Harvey”

Written by Richard Rosso | Aug, 30, 2017

I am obsessed with disaster movies. I’m still taken by cinema epics that drive reality to the breaking point. Fictional events that push characters up against a wall, compel them…

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5-Must See Charts For Retirement Distributions

Written by Richard Rosso | Aug, 16, 2017

“With every new wave of optimism or pessimism, we are ready to abandon history and time-tested principles, but we cling tenaciously and unquestioningly to our prejudices.”  ― Benjamin Graham, The Intelligent Investor…

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