Retirement nearing? Do these 5 things first.
by Joel Dansby* on Mar 19, 2024
Lubbock/Amarillo:(806) 438-2886 | (806) 548-8324
Dallas/Fort Worth: (682) 259-8000
San Antonio/New Braunfels: (830) 660-8802
Midland/San Angelo: (432) 599-9991 | (325) 812-2256
Austin/Houston: (512) 839-0073
by Joel Dansby* on Mar 19, 2024
by Joel Dansby* on Feb 9, 2024
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1
That sounds simple.
Yet it doesn’t happen as much as it should in the real world.1, 2
That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.2
Instead, we could be letting some tricky biases get in our way.2
by Joel Dansby* on Feb 2, 2024
Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a lot of us, causing more election stress than ever before.1
It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense.
Here’s a handful of key factors to keep in mind when you’re investing in an election year.
by Joel Dansby* on Jan 13, 2024
by Joel Dansby* on Jan 10, 2024
by Joel Dansby* on Nov 15, 2023
by Joel Dansby* on Oct 24, 2023
by Joel Dansby* on Oct 11, 2023
by Joel Dansby* on Sep 28, 2023
by Joel Dansby* on Sep 8, 2023