Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, August 2, 2018

Mutual funds are some of the most popular investment vehicles today, yet many investors aren’t quite sure what they are. I’m sure you’ve heard the term here and there, but do you really know what a mutual fund is?...

 

Tuesday, May 29, 2018

Roth IRAs have always been a viable retirement savings fund and millions of Americans rely on this type of savings account to get them through their Golden Years. But the new tax law that was rolled out this year may change how people...

 

Tuesday, April 3, 2018

Presented by: Bo Thibodeaux At the end of 2017 and into this year, we’ve been hearing a lot about Bitcoin, a popular cryptocurrency. Although Bitcoin has been around for nearly 10 years, it has been gaining publicity lately...

 

Wednesday, March 14, 2018

Presented by: Bo Thibodeaux The end of 2017 and the beginning of 2018 brought a 10-month win streak and investors have been enjoying these gains. But at the end of February, we saw the first major market correction since last year and...

 

Friday, February 16, 2018

Valentine’s Day is a day to celebrate love and show your appreciation for family and friends. But lately, Valentine’s Day has become a major spending holiday, with expectations for gifts and dates getting more and more...

 

Show All

Tuesday, January 2, 2018

Presented By: Bo Thibodeaux Plan for a Better Financial New Year The holidays have come and gone in the usual madcap whirlwind we experience every season. As we embark on a new year, it’s possible that some of us are feeling a...

 

Monday, December 11, 2017

Have a Hassle-Free Holiday - Invest in Your Emergency Fund Celebrating the holidays is the focus for many of us right now, especially when it comes to spending. You don’t want to overspend this month and enter the New Year...

 

Monday, November 13, 2017

Two Sides to Trump’s Tax Cuts and Jobs Act There is much talk lately about President Trump and the GOP’s tax reform plan and what it will ultimately mean for average American taxpayers and their families. Granted, the news,...

 

Friday, September 29, 2017

Presented by: Bo Thibodeaux career in K-12 education is much different than one in the corporate world, particularly when it comes to retirement planning. Too often, school district employees have many choices for their retirement of...

 

Monday, July 31, 2017

Presented By: Bo Thibodeaux Even though it feels like summer just started, it’s nearly time to go back to school shopping, strap on those backpacks, and send the kids back to class. August brings with it a lot of preparation for...

 

Monday, June 26, 2017

Market headlines in the first part of the year have been a roller-coaster of information. The Dow hit 20,000, our markets reacted to one of the most unpredictable presidential elections in history, and our current market is fueled with...

 

Tuesday, May 2, 2017

Presented by : Bo Thibodeaux As summer approaches, you are probably thinking of how to save for your next family vacation or other big purchase. Whether you want to take the grandkids to Disney World, cruise along the Amalfi Coast, or...

 

Monday, April 10, 2017

If today’s investing landscape has your head spinning, you’re not alone. Between a new president, record-setting market swings, and international restructuring, it can be hard to keep up. And we all know that just watching...

 

Monday, February 27, 2017

Presented by Bo Thibodeaux: The deadline for contributing to our Individual Retirement Account (IRA) is quickly approaching and because these kinds of accounts can have a major impact on your long-term savings goals, it’s...