Webinars

10 Planning Rules that Drive Financial Success

Written by Lance Roberts | Oct, 8, 2016

Are You A “Basement” Thinker? Too often, we tend to focus on individual stocks and other investments that will hopefully lead to wealth.  While that is O.K., it isn’t enough….

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The 12-Investment Rules

Written by Lance Roberts | Sep, 1, 2016

Have you ever asked your advisor about their buy or sell-rules for your portfolio?   Notice how flies began to gather around his open mouth? You need The Rules—the rules that Wall…

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The 5 Myths of Diversification

Written by Lance Roberts | Aug, 5, 2016

Warning: You’ve Been Sold A Bill Of Goods They tell us that diversification is a ‘free lunch…’ a way to effectively manage risk. But is it? NO! Diversification is just a…

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5 Strategies For A Successful Retirement

Written by Lance Roberts | Jul, 8, 2016

Are you getting close to OR have retired? Recently had a job change? Experienced a layoff? Had an unexpected life event that has changed plans? Those issues alone are enough…

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10 Questions To Ask Your Advisor

Written by admin | Jun, 15, 2016

Are you getting close to OR have retired? Recently had a job change? Experienced a layoff? Had an unexpected life event that has changed plans? Those issues alone are enough…

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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 to ONLY “Buy Term Life Insurance,” even going as far as to suggest all other…

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Annuities: The Good, Bad & Ugly

Written by admin | Apr, 20, 2016

Are you getting ready: To retire? Have retired? Or have recently lost or changed your job? If so, you have probably been solicited to buy an annuity or some other…

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5 Mistakes Your Advisor Makes

Written by admin | Mar, 23, 2016

It’s no surprise that crashing oil prices are impacting the Houston economy and it is beginning to take its toll on people just like you. If you have recently been…

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