Hot Topics

  • Bear Markets Come and Go

    The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end. If you are losing sleep over … Read More

  • Building Prosperity News: April 2020

      Tax Refund: Spend or Save About 72% of taxpayers received a refund in 2018 and 2019. Here's how consumers spent the tax refunds they received in 2018 and what they planned to do with their 2019 … Read More

  • The Coronavirus and the Global Economy

    As of February 26, 2020, the death toll from COVID-19 — the official name of the coronavirus first reported in Wuhan, China — passed 2,700, while the number of confirmed cases exceeded 80,000. Almost all were in … Read More

  • Monthly Market Review: February 2020

    The Markets (as of market close February 28, 2020) With a growing number of countries reporting new cases of the coronavirus, the obvious spread of this dreaded virus prompted a massive panic sell-off, the likes … Read More


    Texas is the #1 state in the nation for Female Entrepreneurs Houston’s Bay Oaks Country Club, was the setting of “Women Wealth & Wine” a conversational and informative new SERIES … Read More

  • Monthly Market Review: January 2020

    The Markets (as of market close January 31, 2020) January was full of ups and downs as investors rode a wave of uncertainty. The month began with many of the benchmark indexes listed here losing … Read More

  • Annual Market Review 2019

    Overview The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all … Read More

  • Monthly Market Review: November 2019

    The Markets (as of market close November 29, 2019) Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November. Despite unrest in Washington as the … Read More

  • Monthly Market Review: October 2019

    The Markets (as of market close October 31, 2019) Investors continued to buy stocks, pushing values higher in October. Each of the benchmark indexes listed here posted solid monthly gains despite signs that the economy … Read More

  • Life Insurance and Estate Planning

    Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of … Read More

  • The New Estate Tax Rules and Your Estate Plan

    The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions. The 2010 Tax Act provided that in 2011 and 2012, the gift … Read More