You may have more in common with Kobe Bryant and Chandler Parsons that you know. No one expects the...
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#FPC: New Advisors: Stop Doing These Two Things.
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?
Financial planning corner is a weekly topic on everything related to Financial planning. From...
Rosso’s 2020 Reading List – Part II
“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
REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin at...
Investing Versus Speculating
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
Happy New Year from RIA Advisors Planning Corner! As we wind down the holiday season our focus...
5-Things Your Broker Will Ignore – Part 1
Investors mistakenly believe their financial partners are students of holistic financial planning....
Hope For The Best, Plan For The Worst
Around 46 BC, Cicero wrote to a friend saying, “you must hope for the best.” To be...
5 Things You Aren’t Being Told About Your Health Savings Account
With the current health care bill yo-yoing between picking up momentum and flaming out there has...
#FP: The RIA Financial Guardrails
The following guide was authored by both Richard Rosso, CFP, CIMA and Danny Ratfliff, CFP, ChFC....
#FP: Girl, I Heard You’re Getting Married
Johnny Maestro never gave up. Born on New York’s Lower East Side to a lower-middle class Italian...
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