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December 15, 2016

The Basics of Tax Loss Harvesting

By Brian Tillotson, CPWA® Certified Private Wealth Advisor. It’s getting close to the end of the year, and it may […]
December 2, 2016

Last Call for RMD’s

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Have you taken your Required Minimum Distribution (RMD) yet? For investors over […]
November 10, 2016

Where Do We Go From Here Now That The Election Is Over?

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Wow! What a dramatic presidential race. In a huge upset, Donald Trump […]
November 1, 2016

Presidents Change, Investing Does Not

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. As I am sure you all know, Election Day is looming.  On […]
October 20, 2016

The Effect of Alternative Investments on a Portfolio

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM With pre-election market jitters in full swing, I would like to highlight […]
July 27, 2016

How Efficient Is Your Money?

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Money inefficiencies can occur in all areas of your financial plan. They […]
June 28, 2016

What is BREXIT and Why Should We Care?

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM On June 23rd, Britain voted to exit (BREXIT) the European Union (EU). […]
June 7, 2016

Don’t Be THE Target

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Behavioral finance has become a much larger and more researched area of […]
May 5, 2016

Politics And Your Portfolio: Is There A Relationship?

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM As citizens of the state of Texas we all have strong opinions […]
March 3, 2016

Qualified Longevity Annuity Contracts: A New Breed of Annuity

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. When an investor turn 70 ½ years old, the Federal Government demands […]