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Credit Freeze *** who to call

    ** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. **

Mother Nature's Way

Here is a re-post of a blog I published back in October 2013 that perfectly describes what's going on right now.

So I went to a conference last week in Dallas where financial advisors from around the region gathered to discuss strategies for "High Performing Firms".  I was NOT enthusiastic about being there until Ren Cheng, PhD gave a kooky professor presentation on Systemic Risk.

Small Print

 

** All written content is for information purposes only. Material presented is believed to be from reliable sources. No representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. ** 

Mother Nature's Way

Here is a re-post of a blog I published back in October 2013 that perfectly describes what's going on right now.

So I went to a conference last week in Dallas where financial advisors from around the region gathered to discuss strategies for "High Performing Firms".  I was NOT enthusiastic about being there until Ren Cheng, PhD gave a kooky professor presentation on Systemic Risk.

Prepping for Corona Virus Impact

This piece is an attempt to offer a few practical ideas for how to respond to the coronavirus.  No fancy words, just a list of a few actions one might take:

Band-Aid Fixes to Social Security

I remember a time when I was a young man fresh into my career as a financial planner. The year was 1981, and just like today, the news was on fire with talk of Social Security funds eventually being depleted. But being that I wasn’t anywhere close to retirement age at the time, I didn’t pay any attention. 

I SHOULD have. 

If you’re one of some the 69 million Americans who receive Social Security or SSI benefits, you'll notice some changes in 2020. 

Smart Phone Fire Drill

Here’s a story I’m sure most of us can relate to. About a month ago a coworker and I were on our way back from a conference and stopped at a restaurant in Automobile Alley for lunch. I reached for my phone, but it wasn’t in my pocket. I went out to the car,  thinking I’d left it there – no luck. So I went back into the restaurant and my coworker called my phone. No answer.

Thoughtful Decision-Making

A few weeks ago, I was meeting with my state legislators. Eventually, the subject of our conversation turned to Oklahoma’s voting process – or more accurately: how ridiculously difficult that process is.

Grandma's Hankie

This is a story that demonstrates the significant value of what WE do as financial planners and how meaningful the human connection is for both the giver and receiver.