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Monthly Market Review and Outlook

Educational Videos

Schedule your Appointment with Us Today!

Monthly Market Review and Outlook

Educational Videos

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Annuity Educational Videos

Life Insurance Educational Videos

Retirement Educational Videos

Fixed Indexed Annuity Educational Videos

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Recent Posts

  • Weekly Market Commentary June 3, 2023
  • Understanding What Happens During a Recession: Effects and Strategies June 1, 2023
  • Weekly Market Commentary May 29, 2023
  • Why is insurance important in financial planning? May 25, 2023
  • Weekly Market Commentary May 21, 2023
  • REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG May 18, 2023
  • Are Annuities Taxable? A Guide to How Annuities are Taxed May 18, 2023
  • HSA BENEFITS THAT MAY SURPRISE YOU May 17, 2023
  • INHERITED ROTH IRA: RMDS OR NO? May 15, 2023
  • Weekly Market Commentary May 14, 2023
  • What Is Good About Fixed Indexed Annuities? May 12, 2023
  • INHERITED ROTH IRA RMDS AND MERGING IRAS: TODAY’S SLOTT REPORT MAILBAG May 11, 2023
  • MANDATORY ROTH CATCH-UP CONTRIBUTIONS REQUIRED FOR 2024 May 10, 2023
  • Weekly Market Commentary May 8, 2023
  • CONVERSION AS A GIFT TO YOUR BENEFICIARIES May 8, 2023
  • INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG May 4, 2023
  • Many Older Americans Haven’t Saved Anything For Retirement May 4, 2023
  • THE 3 IRA BENEFICIARY CATEGORIES – AGAIN AND AGAIN AND AGAIN May 3, 2023
  • HOW THE RETIREMENT PLAN COMPENSATION LIMIT WORKS May 1, 2023
  • Weekly Market Commentary April 30, 2023

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17218 Preston Rd. Suite #3400
Dallas, TX 75252

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