Information is your ally
We’ve assembled resources designed to serve as valuable tools for addressing your most important financial issues. We’ve included informative newsletters and podcasts, expert market commentary, handy calculators and links specific to Hood County and Granbury – to help you keep in touch with events from Wall Street to right here at home.
- WorthWhile Magazine
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Links of Interest
- Point of View
- Hood County News Online
- Granbury Chamber of Commerce
- Social Security
- CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Dealing With the Financial Side of Divorce
2/25/2021
When parting ways with a spouse, you’ll want to assemble a team of trusted professionals, gather necessary financial documents and develop a plan for your new future.
Family & Life Events
“American Rescue Plan” Includes More Payments to Families
2/24/2021
If passed, the package means families of four with household income below $150,000 will receive at least $14,000 in federal support in 2021.
Economy & Policy
Remember: RMDs Waived for 2020, Not 2021
2/23/2021
The CARES Act suspended required minimum distributions for 2020, but the exemption hasn’t been extended. Keep relevant 2021 deadlines in mind.
Retirement & Longevity
8 Essential Documents for Your Estate Plan
2/23/2021
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Estate & Giving
Stick with Fixed Income
2/22/2021
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How to Guard Your Nest Egg From “Sequence of Returns” Risk
2/22/2021
Explore strategies for protecting your future spending power.
Retirement & Longevity
Weekly Market Snapshot
2/19/2021
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
The Inflation Outlook, Part 2
2/19/2021
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy
2/19/2021
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Guide
2/19/2021
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Home Sales Spike as Millennials, Boomers Ditch City Living
2/17/2021
The virus has led buyers of all ages to seek larger residences for work and relaxation, and low interest rates and demographic trends have added additional fuel to the fire.
Lifestyle & Technology
