An indexed annuity is an insurance contract that provides investors with the potential to earn higher returns than traditional fixed-rate annuities. The returns are based on the performance of an underlying index such as the S&P 500 or a bond market index. While...
Grieving the loss of a loved one is difficult, and in the midst of that grief, it can be hard to know what financial steps to take. For those who have recently lost a spouse, here are five financial steps that ought to be taken as soon as possible. 1. Review...
Ensure Your Financial Security by Understanding 401(k) Rollovers Retirement planning is an important part of ensuring financial security. As such, it is important to understand the nuances and implications of rolling over your 401k. In this blog, we will discuss the...
There are a few key financial things to keep in mind if you’re going through a divorce. First and foremost, it’s important to be aware of your financial situation and be honest with yourself about what you can afford. Next, you need to make sure that all...
It’s almost that time again! Yes, Spring is quickly approaching but with it, the often dreaded tax season is also upon us. However, it doesn’t have to be a time of stress. Here are five things for investors to keep in mind during tax time: Capital Gains...
March should prove to be an exciting month for the markets as it will be data-heavy with employment and inflation updates set to be released around the Ides of March.…
The U.S. economy expanded at a 2.7% annual rate from October through December, a solid showing despite rising interest rates and elevated inflation. The government had previously estimated that the…
We retain our thesis that the Bull is already running – and we offer below a slew of charts as evidence. But that doesn’t mean we’re ignoring the expectations for…
The nation’s economy ended 2022 on a strong note, growing 2.9% annually in the fourth quarter despite the drag of higher interest rates. While the economy held its own in…
Robert Gilliland shares his insights on todays bond market on CNBC.
Houston businesses and consumers should expect borrowing costs to remain near current levels until inflation comes down further.
We push into the new year having survived a brutal year where both stocks and bonds fell sharply into bear territory. For the year, the S&P 500 was down 19.4%…
If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for...
For most of us, our online lives are well-established. More than just your social media accounts – the way that you live day-to-day. When was the last time you wrote a paper check? Or got a credit card statement in the mail? How about paper files? If you have a...
Pre-retirement planning is one of the most challenging stages of your financial journey. You’re still fully engaged in your career, but you’re also looking ahead to a not-so-distant future when your life and your source of income will radically change.Retirement means...
One of the most challenging parts of going to college isn’t getting accepted – it’s figuring out how to pay for it. Long before your child is selecting a major, their college savings plan should be in place and growing. When do you start? What’s the right investment...