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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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#FPC: 5-Things You Aren’t Being Told About HSA’s.

By Danny Ratliff, Feb 7, 2020

With the passage of the SECURE ACT and the death of the STRETCH IRA there has been a lot of noise...

Where’s the Adult Merit Badge for Super Savers?

By Richard Rosso, Feb 5, 2020

Super Savers are a special breed.They are not concerned about keeping up impressions; they exist...

#FPC: What You Have In Common With Kobe Bryant & Chandler Parsons

By Danny Ratliff, Jan 31, 2020

You may have more in common with Kobe Bryant and Chandler Parsons that you know. No one expects the...

#FPC: New Advisors: Stop Doing These Two Things.

By Richard Rosso, Jan 24, 2020

The higher stocks ride a glide path of zero volatility, the greater the risks for investors and...

FPC: Do You Have A “Financial Vulnerability” Cushion?

By Danny Ratliff, Jan 18, 2020

Financial planning corner is a weekly topic on everything related to Financial planning. From...

Rosso’s 2020 Reading List – Part II

By Richard Rosso, Jan 16, 2020

“A reader lives a thousand lives before he dies… The man who never reads lives only...

FPC: All The Numbers You Need To Know For 2020

By Lance Roberts, Jan 11, 2020

REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin at...

Investing Versus Speculating

By Michael Lebowitz, Jan 8, 2020

Value investors understand that compounding wealth depends on avoiding large losses. These terms...

Financial Planning Corner: A Change To RMD’s For Post-49’ers

By Danny Ratliff, Jan 4, 2020

Happy New Year from RIA Advisors Planning Corner! As we wind down the holiday season our focus...

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