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Monday, May 14, 2018

Good question. The short answer is...it already has. Blockchain and Decentralized Ledger Technology have created Crypto Currencies, ICO's, etc. The wild growth in 2017 was followed by the crash of early 2018. There was talk of crazy,...

 

Tuesday, May 1, 2018

You've seen the headlines, looked at the articles, discussed over the dinner tables. Bitcoin, Ethereum, cryptocurrencies. No doubt, you've known someone who made millions on Bitcoin (and possibly lost much of it). Now you're trying to...

 

Friday, April 13, 2018

Bitcoin. Cryptocurrencies. Ethereum. Blockchain. It was definitely the hottest topic of conversation to end 2017 and start 2018. Do you have some? What price did you get in at? Is Bitcoin going to $20,000? We heard stories of new,...

 

Friday, December 15, 2017

December is the time of year when construction companies look to purchase some equipment. As the owner, CFO, Controller, you are possibly looking for ways to lower your tax bill. Since your business is most likely a pass-through entity...

 

Monday, October 9, 2017

A few days ago I posted my experience, and my emotions, in dealing with the aftermath of Hurricane Harvey. I feel like I’ve already learned quite a bit in dealing with this disaster, so I thought I would share. Insurance...

 

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Thursday, September 28, 2017

The hurricane that wouldn’t go away went away almost month ago. Now we’re left to rebuild. Harvey has led to loss and devastation to so many people, but will also prove profitable for many construction companies. First, the...

 

Tuesday, September 26, 2017

Tomorrow will mark 1 month since Hurricane Harvey’s torrential rains hit the Houston area. Fortunately, my wife, daughter and I were safe in Colorado at the time. However, it was definitely not a restful vacation. I was in...

 

Monday, September 25, 2017

Here in Houston, and all of Southeast Texas, we are, unfortunately, still recovering from Hurricane Harvey, and probably will be for a few years. My family and I were affected as well - we had about 18 inches of flood waters in our...

 

Thursday, March 30, 2017

I thought, with everything going on in the world that may or may not affect finances, some fears are on the mind. I want to have a discussion of our fears when it comes to financial planning. To be fair, I'll share mine first. Next,...

 

Monday, February 13, 2017

In Financial Services, you used to have stock brokers and insurance agents. The stock brokers later became investment advisors, possibly selling mutual funds, or as part of a Registered Investment Adviser. The insurance agents took...

 

Wednesday, December 28, 2016

This is my first blog post since becoming a financial advisor 8 years ago. Pretty exciting, daunting, silly. Way back in 2009 we weren't allowed to blog, or tweet, or even send text messages. Now, with compliance oversight, we can...