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January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party controlling both houses of Congress gives rise to...
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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...
A Beginner’s Guide to College Funding
Written by: Matt EscalanteWe all know kids can be expensive when you add up the costs for everyday essentials such as...
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...
3 Steps to Improve Your Credit Score
Written by: Dennis Bielik, CFA®, FRMCredit scores will play an important part in many purchases you make throughout...
Fixed-Income: Grab a Seat and Watch the Game Play Out
Written by: Dennis Bielik, CFA®, FRMThere is nothing more popular or prevalent than diversification and asset...
4 Steps to Not Get Spooked by Holiday Volatility
Written by: Chris Jamail, CFP® & Dennis Bielik, CFA®, FRMFall is back again. It’s a season defined by transition...
Emergency Savings
In 2017, 34% of American households experienced a major, unexpected expense – and only 39% of Americans said they...
New 403(b) Rules Adopted by TRS
The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b)...
Having trouble paying your Student Loans?
When you’re struggling to pay other bills after graduation, it’s easy to forget that like all good things, that grace...