Learn more about the fundamentals of wealth-planning and financial management.
ARTICLES
Our articles are written to provide insight and perspective to assist in financial decision making.
WEALTH-PLANNING PERSPECTIVE
The Serial Investor
Ali Nasser and Geordie Hrdlicka, March 8, 2013
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We have all met people that love to spend, and in some cases, may even have an addiction to spending. But what about the serial investor,...
How to Protect Yourself against the Next Bernie Madoff
Ali Nasser and Geordie Hrdlicka, May 1, 2013
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A recent article on KPRC references a Houston couple who filed a lawsuit against their financial advisor after losing their retirement and life savings.
Why Is My Portfolio Not Beating the S&P 500 This Year?
Ali Nasser and Geordie Hrdlicka, August 6, 2013
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Since the market crash of 2008, stocks and bonds have rebounded tremendously. Most portfolios that held both U.S and International...
Giving from the Heart
Ali Nasser and Geordie Hrdlicka, June 5, 2015
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Isn’t it fascinating how the importance of possessions and status diminish as we mature? Each decade of your life enlightens you that there is more to life than “what’s in it for me” or how much you own.
Should You Sell Your Life Insurance Policy?
Ali Nasser and Geordie Hrdlicka, July 5, 2013
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2013 brought several changes to the tax law. One of the most notable was maintaining the temporary estate tax exemption of $5,000,000 per person.
I Just Need a Quick, Easy Answer…
Ali Nasser and Geordie Hrdlicka, October 10, 2013
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…the client email query reads in an almost quietly desperate tone anticipating that there really isn’t one. The email may contain a straight forward question such as...
Perception vs Reality Plummeting over the Fiscal Cliff
Ali Nasser and Geordie Hrdlicka, April 1, 2013
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We survived. No one slid over the “cliff” and perished as implied by the words which created mass media panic.
Planning for Adventure
Ali Nasser and Geordie Hrdlicka, February 8, 2013
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Nothing says “I love you” more than announcing to your spouse, “Darling, I think it’s time we created a financial plan.” These words rank right up there...
Beyond Our Control
Ali Nasser and Geordie Hrdlicka, December 14, 2012
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The holiday season brings joy to some and stress to others. A psychological shift occurs during the last few months...
To Retire or Not to Retire, That Is the Question...
Ali Nasser and Geordie Hrdlicka, October 26, 2012
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In preparation for retirement, there are a variety of aspects that you must consider: Will your assets provide sufficient income for life?
How to Grade Your Financial Advisor?
Ali Nasser and Geordie Hrdlicka, November 19, 2012
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A client recently posed an interesting question, “How do I grade your performance as my advisor?” ...
Lost Money
Ali Nasser and Geordie Hrdlicka, September 21, 2012
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Do you write checks each year to any charities? If so, you might be losing money to the IRS.
Forced to Hire Nurse Ratched
Ali Nasser and Geordie Hrdlicka, August 1, 2012
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Jack Nicholson’s character did not have a choice in the movie One Flew Over the Cuckoo’s Nest...
College Fund 529 Plan Are you the Ant or the Grasshopper?
Ali Nasser and Geordie Hrdlicka, June 18, 2012
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Do you remember the fable? The ant toils in summer saving food while the grasshopper plays.
1+1 Doesn’t Equal 2! Protecting the Value of Your Portfolio
Ali Nasser and Geordie Hrdlicka, July 9, 2012
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In the world of investing, the numbers can sometimes lie. Let’s say you have a portfolio of stocks with an initial value of $1,000,000.
2012 The Greatest Opportunity for Your Estate Plan
Ali Nasser and Geordie Hrdlicka, May 14, 2012
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For many high-net-worth individuals, the sleeping giant of taxes is the estate tax.
The Name's Bond, James Bond...
Ali Nasser and Geordie Hrdlicka, March 16, 2012
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As tax day approaches there is usually one thing on everyone’s mind: “How can I get the most deductions and pay as little as possible.”
Creating Your Ideal Retirement
Ali Nasser and Geordie Hrdlicka, February 15, 2012
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Some people plan for retirement following thoughtfully planned steps to achieve their goals,...
A Tax-Effective Retirement Plan The Dangers of Tax Deductions
Ali Nasser and Geordie Hrdlicka, March 16, 2012
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As tax day approaches there is usually one thing on everyone’s mind: “How can I get the most deductions and pay as little as possible.”
A Great Start to 2012
Ali Nasser and Geordie Hrdlicka, December 28, 2011
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Imagine what it would feel like to finish 2012 with a checkmark next to each of your goals. Here is a simple guide to help you make that possible.
Deadline Driven Goals
Ali Nasser and Geordie Hrdlicka
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As we begin the New Year, we take time to reflect over the past and establish goals for the future.
