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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 […]
February 5, 2016

Social Security Changes

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Happy 2016! We hope you are off to a great start for […]
January 14, 2016

Balancing Confidence and Volatility

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Please find in the link below a letter from Burt White, who […]
January 1, 2016

What to Expect from Virtus Views in 2016

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM There are several hot topics in the stock market and global economy […]
December 11, 2015

Open Enrollment Season

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM ‘Tis the season for family get-togethers, holiday cheer, food a plenty, and […]
September 29, 2015

A Closer Look at HSAs and FSAs

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. We are always looking for ways to save pretax dollars that can […]
September 2, 2015

Maximizing Your Social Security Benefits

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Social Security is one of the largest assets that retirees have today. […]