Important Dates 2022
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
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Latest Resources
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The Things John Bogle Taught Us: Humility, Ethics and Simplicity
Finance investors share lessons from the late Vanguard founder.
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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor
Welcome to Hello Harold (that’s me, Harold Evensky). I’ve been a practicing financial planner for over three decades; financial planning is my avocation as well as my vocation. I’ve had the privilege of participating in the growth of my profession, serving on the national Board of the International Association for Financial Planning, as Chair of…
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Could a reverse mortgage be right for you?
Changes have occurred to the FHA Insured Home Equity Conversion Mortgage, or HECM, which has changed the face of the reverse mortgage we once knew that opens the mortgage up to many more possible uses. In fact, the HECM program has been my focus of research for the past few years at Texas Tech, where…
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Fax: 806-747-8569
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Phone: 425-658-0466