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Bundle Up? Not When It Comes To Financial Services

June 3, 2016 by Matthew Goff Leave a Comment

cpa-financial-advisor-services-houston

For many people subscribing to satellite services or cable television over the last couple of decades, the business model has been “bundling services” like television, Internet and phone together for a single rate. However, in this system, many customers are paying for TV channels that they never watch or for a landline that they rarely use. With the increased popularity of “cutting the cord” to cable and satellite TV in order to watch TV series and films on Over-The-Top (OTT) content devices, there have been calls, even from Washington, for a “pay for what you watch” or “a la carte” approach.  Continue Reading …

Filed Under: 401k, 401k Plans, Annuities, Bonds, Debt Management, Fiduciary, Financial Advisor, Investing, Investment Management, Mutual Funds, Portfolio Management, Registered Investment Advisor, Retirement, RIA, Stock Broker, Stocks, Taxes, Uncategorized, Wealth Management Tagged With: CFP, choosing experts, CPA, estate planning, financial planning, financial services, investment advisor

Should You Follow Market Forecasters?

June 3, 2015 by Matthew Goff Leave a Comment

USA Today recently published an interesting article titled “How bad are Wall Street forecasts? Really bad.” The article reviews why you are probably better off ignoring financial advisors who try to predict the market. Not only is their combined track record horrible over time, you may get better results by simply tossing a coin – […]

Filed Under: Economy, Financial Markets, Investing, Lagging Indicators, Leading Indicators, Market Forecasts, Markets, Portfolio Benchmarking, S&P 500, Stocks Tagged With: Market Forecasts

A Fun Article About How to Invest Your Lottery Winnings

June 3, 2015 by Matthew Goff Leave a Comment

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In case you were one of the lucky few who won last week’s $577 million Powerball lottery, you can find our recommendations on how to invest your winnings at the Wall Street Journal’s MarketWatch site. The title of the article is “Fiscal Cliff May Clip Powerball Winner“.

Filed Under: Investing, Stocks

Retro Investing Article from WSJ

June 2, 2015 by Matthew Goff Leave a Comment

The Wall Street Journal recently published a very timely article about the current investment climate. Here’s the link in case you missed it: “Retro Investing – Look Back to Get Ahead.” As the title implies, the author suggests that history can offer important lessons to help us chart an investment path forward. I agree. In […]

Filed Under: Bonds, Economy, Equities, Federal Reserve, Financial Markets, Fixed Income, Stocks

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