Daily Market Commentary A Hike Like No Other Blog K-Shaped Economy: Reality Or Media-Driven Perception Daily Market Commentary Another Hike By Year End And No Cuts On The Horizon Blog Has The Bond Market Already Done The Fed’s Job? Daily Market Commentary Fed Hikes: Then What? Daily Market Commentary Amodei Says Slow Down: Trump And China Say No Daily Market Commentary Weak Buyback & Strong Auctions: Bullish Signals For Bonds Blog Portfolio Risk Management: Winning The Long Game (Chapter 5) Bull Bear Report This Time Is Different? Earnings and Price Break 90-Year Trends Blog US Debt Trap: A Crisis Without A Calendar
Vol. XXVII · No. 134
Friday — September 18, 2026
Houston, Texas

Tag: cash

#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 their financial partners to fall victim to overconfidence. After all, we are human;  when it comes to money and emotions our brains are no smarter than a lizard's. 

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

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 maximizing social security, doing the right things for Medicare, and how to pay less in taxes today and in retirement.

Rosso’s 2020 Reading List – Part II

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 one.” – George R.R. Martin. I’m not sure what I would do without books. On weekends, I can be found in antique stores searching out volumes written in many instances, over 100 years ago from authors most of us […]

FPC: All The Numbers You Need To Know For 2020

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 the Domain- 11301 Domain Drive, Austin, TX 78758 February 8th from 9-11am. Hopefully you’ve had some time to reflect and grade yourself on your financial progress for 2019 and you’re ready to take 2020 by the horns. The new […]

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

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 begins to shift back toward wealth and health. This financial industry and retirees have been trying to figure out what the passage of the SECURE ACT means to them. We’ve spent some time on this over the last […]