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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 […]
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 […]