I’ll try not to make this another one of “those” articles that’s simply complaining about the year we’ve had or offering platitudes, but it’s hard not to vent a little. This has been a difficult year for a multitude of … Read More
I recently ran across an article (this one from Forbes) about some of the pitfalls of putting gold or silver coins into an IRA. The main thing that caught my attention was that the qualified custodians who set up a … Read More
Since deciding to start a career in financial planning 14 years ago, I’ve been looking for a model that made it possible to serve people whose financial situation looked more like mine. But I struggled to find a satisfactory answer … Read More
Earlier this morning I received an email from my state regulator letting me know that I am now registered in the State of Texas. So as of today we’re open for business! If you want to schedule a call with … Read More
We’re working through the compliance pieces that need to be in place to officially launch!