Our Houston Astros are headed to the World Series! Tune in for some interesting World Series facts, along with a brief stock market update. If you watch indi...

As the United States and China trade blows in this Trade War, investor emotions have been all over the place. Given the recent volatility and headlines, what...

We're sure you've heard - the yield curve has inverted. Many people take this as a sign that economic recession is imminent, and a massive sell-off happened ...

Three big topics today, folks! Firstly, mark your calendars for August 29, when we will be hosting a complimentary webinar discussing the ins and outs of Med...

As technology continues to improve, the need for good Cybersecurity also increases. Watch the video below to get several tips, tricks, and best practices to ...

If you're one of the 100 million other Americans filing their taxes today, congratulations! Jeremy has some encouraging news for us regarding refunds, check ...

We are officially 5 days from Autumn! Those in Houston, rejoice! We're that much closer to cooler temperatures and lower humidity (hopefully). Those in areas...

Elon Musk has been making waves the past few weeks for a few reasons, from claiming that he had secured funding to take Tesla private to claiming that he wor...

Did you know that when you turn 35, you should have at least twice your salary saved for retirement? That's the controversial claim that Jeremy will be tackl...

As you probably know, Memorial Day is today. What you might not know are some of the facts about Memorial Day that Jeremy Joiner discusses in our latest vide...

Today, if you didn't already know, is the birthday of one Mr. Richard Overton. Why is that significant? Well, it's Mr. Overton's 112th birthday! Can you beli...

It's no secret that stocks have been up and down like crazy lately. Does that make you a bit uneasy? Worried? If so, that's natural. Having those feelings is...

It is Super Bowl Weekend! Who's your team? Besides the commercials and the actual game itself, there's another reason you need to be interested in the Super ...

Major indices continue their breakneck pace into 2018. Records are being shattered constantly. How long will this keep up? What should we, as investors, do i...

Let's be honest - abiding to a strict budget and having top notch cash flow management skills aren't the easiest things. That being said, you should always s...

Today, we're glad to have our founder, Dick Grbac, CFP®, on the Week in Review! Last week we went a little into the difference between our firm and a commiss...

Today, we take a dive into the dark world of being an Agent for a Broker-Dealer... Well, perhaps it's not so dark. Working for a commission-based firm affili...