When you’re building an investment portfolio, you’ll need to decide on your strategy. In the world of investing, there are typically two strategies to use: conservative investing and aggressive investing. Understanding the difference between these two can help you...
Financial trusts can help you plan for your future and provide for the ones you love. However, when you plan to invest in a trust, there will be many options to choose from. However, trusts typically come in two basic structures: revocable and irrevocable. Here we...
Tax season is here, and if you’re like many Americans, you likely will have to pay some money to the IRS. No one likes to pay the IRS, and some deductions and credits can only help you so much. Thankfully, there are other ways to help cut your tax bill. Read on to...
If you’re a Tulsa resident, having a financial advisor by your side can help you achieve your financial goals. However, not all financial advisors are created equal. Some have more experience than others, while others specialize in a particular in a particular type of...
A trust is an arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. It can include anything, ranging from your real estate and life insurance settlement to cash and investments. Trusts offer a way to leave a...
