Planning for Retirement … in Stages
Courtesy Dorsey & Company, New Orleans LIVING WELL Magazine
While vacations and national holidays typically provide a break for anyone who would be considered a member of the working public, there is one big break ahead that’s a priority on most everyone’s calendar — retirement. […]
Planning for Life
Gail Utter, MBA Financial Advisor, Texoma LIVING WELL Magazine (formerly SENIOR Magazine)
Life doesn’t always turn out exactly as envisioned. Reality sometimes nudges dreams in an unexpected direction. […]
Why Contrarian Investing Works
Eric J. Marshall, CFA, Hodges Capital Management, North Dallas LIVING WELL Magazine (formerly SENIOR Magazine)
Over the long run contrarian investing is effective because it combines fundamental securities analysis with a common sense understanding of behavioral finance. Three basic benefits that can be derived from such an investment strategy: […]
Who’s Watching Over Your 401(k)?
Michael P. Carroll, CLU, ChFC, CFP®, ANB Bank, Colorado Springs LIVING WELL Magazine
It is popularly accepted that 401(k) plans are and will continue to be the most important savings vehicle for most Americans. […]
By: Ginger Nye, American Bank of Texas, SENIOR Magazine (Texoma Edition)
April was Community Banking Month. As Washington DC seeks solutions for the current economic crisis, community banks stand ready to support local economies. With nearly 23,000 locations nationwide, they are well-capitalized, local financial powerhouses that are ready and able to help mobilize local economies which are the lifeblood of the nation’s economy. […]
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