Site Search

Search Results

Today’s choices shape tomorrow’s opportunities

By Byron Moore, posted October 13, 2016 The following segment first aired on KEDM 90.3. John Mauldin once wrote, “…the choices we make today are constrained by the choices we made in the past, and the choices we make in the future will be limited by the choices we...


Crisis – will it crater you or create you?

Originally published in the News Star and the Shreveport Times on Sunday, October 9, 2016. Question: I was just recently fired from a job I loved. I won’t go into it, but I honestly feel my firing was wrong. I’m not going to try to fight it – it wouldn’t be worth it...


Healthcare costs in retirement

Healthcare costs are rising at 7% to 8% annually, much higher than inflation. And fewer and fewer companies are offering any kind of retiree health coverage. Here are some positive steps you can take to prevent wealth loss due to health costs in retirement: Byron R....


What’s in Your Golf Bag?

Money Matters (October 2016) By Chuck Dudley   MAYBE HAVING ALL DRIVERS IS NOT GOOD In the past year, Met Life Insurance aired a pretty funny ad about golf. One of the golfers was bragging about the variety of drivers he had in his bag. And all he had were...


A world of specialists in need of a generalist

The following segment first aired on KEDM 90.3. As Abraham Maslow helpfully pointed out, when you are a hammer, you tend to treat everyone else like a nail. The world of financial services has become highly specialized also, but the issue is not the superiority of one...


What kind of disability income insurance do I need?

The following segment first aired on KEDM 90.3 When a client asks me about insurance of any kind, I usually start with a question like, "If the event you are insuring against occurs, will you be the happiest you could possibly be with the decision you make today?"...


Time management is a myth, pt. 2

Originally published in the News Star and the Shreveport Times on Sunday, September 11, 2016. Question: My business is going well – better than I ever thought it would. My problem is that it’s just eating up more and more of my time…and my life. I’m missing kids’ ball...


Back to School Specials!

Money Matters (July 2016) By Chuck Dudley   SCHOOL IS BACK IN SESSION It seems more and more the school year drives and determines our personal schedules and priorities. And probably rightfully so. Even us empty nesters are subject to the economic activity a new...


Family-friendly inheritance

Control from the grave is nearly impossible to achieve (and rarely appreciated by the heirs). But influence and a legacy of family values is not only possible with careful and creative planning, but may be the most long-lasting gift you could leave behind.


Never Say Never

Investment Insights Mike Jones I have heard it said that if you live long enough you will see it all. While that may not be wholly true, there is an element of truth to it. If anyone had told me back in the high interest rate period of the 1980's that the world would...


Interested in speaking with

one of our experts?