Blog


Stay abreast of the stories and headlines that may impact you.

Digital & Financial Tools for Retirees

Crossing the Digital Divide These days, there are plenty of gadgets designed to help us monitor our health, stay in touch, and manage our households. They come in a variety of smartphone apps, wearable devices, computers, tablets and smart appliances. One of the obstacles to widespread adoption is that not all of us grew up…
Read More

When Do You Need a Financial Advisor?

Major Life Events Are Financially Complex You might think that you only need a financial advisor for retirement or investment questions, but there are a number of common situations that necessitate complicated paperwork and financial decision making. Rather than do everything yourself, sometimes the best way to get things done correctly is to seek financial…
Read More

Leading Economic Indicators For Your Investment Strategy

What Goes Up, Must Come Down Newton’s laws of motion and gravity are often applied to economics and the stock market. While this generally explains a natural path of the economic cycle, the key question for most investors is: When will the stock market go down? While no one can predict market directions with exact accuracy, economists…
Read More

10 Things You Didn’t Know About Scott

1. Competition BBQ I am on a competition BBQ team called Mi Cow es su Cow BBQ and have competed all over central Texas, including Dripping Springs Founders Day. My specialty is slow smoked brisket!   View this post on Instagram   Out of 135 entries, our team won 10th place for Brisket. Eat your…
Read More

Reuters: Fidelity sued over management of employees’ 401(k) plan

“Employees of Boston-based Fidelity have sued the financial services giant alleging that it loaded their $15 billion retirement plan with the company’s own mutual funds, saddling it with excessive fees and poor returns. Filed on Wednesday in Boston federal court, the proposed class action said Fidelity’s alleged mismanagement cost participants in the 401(k) plan more…
Read More

Recession Indicators in Real Estate Markets

If you read the news yesterday, then you probably noticed the Dow Jones dropped more than 800 points.” Both the Dow and S&P 500 posted their biggest one-day drops since early February, while the Nasdaq notched its largest single day sell-off since June 24, 2016 (CNBC).” Leading up to the Great Recession, one of the…
Read More