Recent Insights
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New Year, New Wealth: Fitness-Inspired Lessons for Financial Success
It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…
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What is an ERISA Bond for a 401(k) Plan, and Why Does It Matter?
When managing a business, staying compliant with legal requirements can feel overwhelming. One critical but often overlooked necessity when setting up a 401(k) plan is securing an ERISA bond. This essential safeguard protects employees’ retirement savings and ensures compliance with federal regulations. Understanding the Basics: What is an ERISA Bond? An ERISA bond is a…
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Bridging the Confidence Gap: Women and Financial Independence
Reflecting on my collegiate years, I already had a passion for community outreach, specifically supporting those who were not confident or empowered in their personal relationship with money. I was a part of a peer-to-peer organization, Red to Black, at Texas Tech University, where I volunteered to coach my fellow classmates with the goal of…
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Digital Threats, Organized Solutions: Your Playbook for Financial Protection
Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…
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Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.