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Bond Laddering Investment Strategy for Rising Interest Rate Environment
Brian Tillotson
January 10, 2017
The Federal Reserve has put investors and retirees in a very tough position. 10 year Treasury Notes are currently earning . . .
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The Basics of Tax Loss Harvesting
Brian Tillotson
December 15, 2016
It’s getting close to the end of the year, and it may be time to consider some strategies to optimize . . .
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Last Call for RMD’s
Brian Tillotson
December 2, 2016
Have you taken your Required Minimum Distribution (RMD) yet? For investors over the age 70 ½ with an IRA, SEP . . .
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Where Do We Go From Here Now That The Election Is Over?
Brian Tillotson
November 10, 2016
Wow! What a dramatic presidential race. In a huge upset, Donald Trump was elected to become the nation’s 45th President, . . .
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Presidents Change, Investing Does Not
Brian Tillotson
November 1, 2016
As I am sure you all know, Election Day is looming. On Tuesday November 8th we will all run to . . .
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The Effect of Alternative Investments on a Portfolio
Brian Tillotson
October 20, 2016
With pre-election market jitters in full swing, I would like to highlight one of the key strategies that we use . . .
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How Efficient Is Your Money?
Brian Tillotson
July 27, 2016
Money inefficiencies can occur in all areas of your financial plan. They erode wealth and can limit us from building . . .
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What is BREXIT and Why Should We Care?
Brian Tillotson
June 28, 2016
On June 23rd, Britain voted to exit (BREXIT) the European Union (EU). It is an important issue because it will . . .
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Don’t Be THE Target
Brian Tillotson
June 7, 2016
Behavioral finance has become a much larger and more researched area of wealth management over the past decade. We must . . .
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Politics And Your Portfolio: Is There A Relationship?
Brian Tillotson
May 5, 2016
As citizens of the state of Texas we all have strong opinions on who our next President should be; however, . . .
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