Wealth Management Archives - PCIA North Texas

Brandon McCormick In Financial Planning, Retirement Planning, Wealth Management

Why Long-Term Care is an Important Part of a Financial Plan

Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get closer to retirement, should even include Medicare and Social Security. One aspect that often goes overlooked, however, is planning for long-term care, or…

Brandon McCormick In Financial Planning, Wealth Management

Why Estate Planning is About More Than Money

Estate planning is only for the extremely wealthy. I don’t have enough assets to need a will. My family will figure it out. Things will sort themselves out. I’m way too young to start thinking about a legacy plan. Making an estate plan is just too expensive right now. These are just some of the most commonly believed myths about…

Will O’Rourke In Wealth Management

7 Thoughts About Present Market Conditions: An Interview with Jeremy Siegel

While attending a series of meetings with representatives from Goldman Sachs, Citibank, and other top investment banks across the country, I spoke with Jeremy Siegel about his thoughts on present market conditions and how they compare to those of the past. Jeremy Siegel currently serves as the Russel E. Palmer Professor of Finances at the Wharton School of Business as…

Brandon McCormick In Financial Planning, Wealth Management

Investing Alternatives During Periods of Market Volatility

2022 was a difficult year for investors, with all three major market indexes dipping simultaneously and taking their biggest hit since the housing crisis of 2008. Now, even with all three up through the first five months of 2023, volatility and uncertainty are stuck in the back of investors’ minds, possibly pushing them to look elsewhere for more diverse vehicles…

Brandon McCormick In Wealth Management

What To Do with Inherited Money

So, you’ve inherited money. Depending on the circumstances, it may have been expected or unexpected, and it may or may not have come with a great deal of heartache. Nevertheless, too few people know what to do when they inherit large sums of money, imposing more pressure than they might have imagined. Here are a few things you should consider…

Will O’Rourke In Financial Planning, Wealth Management

House Hunting? Here’s What You Could Do with Your Down Payment

Home prices across the country have skyrocketed to record highs. Many buyers who hoped to purchase a home feel discouraged and anxious after losing one bidding war after another. Now, those who were unable to purchase a home are unsure about what to do with their lump sum of cash. The typical down payment on a home ranges between 5%…

Will O’Rourke In Financial Planning, Wealth Management

How Private Equity Works

When investment options that are most accessible to the investing public seem volatile or uncertain, investors may look to other options that are independent and uncorrelated to the stock and bond markets. Private equity provides an opportunity to gain exposure to alternative investments that are not available on public financial markets. Because the performance of an alternative investment in something…

Will O’Rourke In Retirement Planning, Wealth Management

What is ESG Investing?

Investment choices made based on environmental, social and governance factors are becoming exponentially popular. The growing interest from retail investors and institutions is becoming too big to ignore. So, what is it, and how will it affect the future investing landscape? ESG investing gives investors the ability to promote change in publicly-traded companies, either directly or through sustainable exchange-traded funds…

Wealth Management