Check out our latest posts:

Investing Beyond Company Stock

Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current... read more

Return to the Wild West for Texas 403(b) Plans?

Written by Mike Cochran Eighteen years ago, the Texas Legislature implemented what could arguably be described as the best system in the U.S. for regulating 403(b) plans in Texas public schools.  In 2019, the Legislature dismantled that system. The Legislature passed... read more

It’s 2019—What’s the Status of Your Estate Plan?

Hosted by Dennis Bielik, CFP, CFA®, FRM and Doug Paul, JD In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how... read more

Stop failing your financial plan

Written by: Dennis Bielik, CFA®, FRM “A goal without a plan is just a wish” – Antoine de Saint-Exupery. As a Financial Planner, I like to spend a couple weekends throughout the year to look back on the year so far and soak it in. Each time I do this, I find... read more

3 Steps to Improve Your Credit Score

Written by: Dennis Bielik, CFA®, FRM Credit scores will play an important part in many purchases you make throughout your life.  It may not appear to be a flashing neon sign hanging over your head as you stroll down the sidewalk as seen on TV, but it is flashing... read more