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Articles of Interest

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Charley Stokoe | Jul 8, 2021

Are You Nominally or Really on Track to Your Retirement Goals?

Finance
Retirement
Amidst the more obvious lingering effects of a sluggish economy, such as slow job growth, decreasing incomes, low interest rates and shaky consumer confidence
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Charley Stokoe | Jul 6, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Charley Stokoe | Jul 2, 2021

With Stocks Still Near Their Highs What Should Retirees Do Now?

Finance
Retirement
Although the stock prices are trading near their all-time highs, it hasn’t exactly been a joy ride for retirees who are counting on their retirement plans for a
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Charley Stokoe | Jul 1, 2021

Investing for Retirement: What Would Warren Buffett Do?

Retirement
Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their
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Charley Stokoe | Jun 29, 2021

3 Risk Factors that Can Improve Portfolio Performance

Finance
Investments
For as long as there has been stock markets, investors have intuitively known that expectations of returns come with commensurate expectations of risk; the
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Charley Stokoe | Jun 25, 2021

Managing Student Loan Debt Through Consolidation

Finance
FINRA Reviewed
The figures out last year show that the average amount of student loan debt a student graduates with is a little more than $35,000. Most graduates are carrying
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Charley Stokoe | Jun 24, 2021

Why Bear Markets Don’t Matter

Finance
Investments
If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts prognosticating on the prospect of the next big
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Charley Stokoe | Jun 22, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Charley Stokoe | Jun 18, 2021

How to Purchase the Right Amount of Life Insurance

FINRA Reviewed
Insurance
Anyone with a family to protect understands the critical role life insurance plays in their financial plan However,  in determining the actual amount of
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Charley Stokoe | Jun 17, 2021

Your Auto Insurance Doesn’t Cover Your Biggest Risk

Insurance
Most people are quick to purchase the maximum collision and comprehensive coverage available to protect their new car.  However, the costs associated with
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Charley Stokoe | Jun 15, 2021

Personal Loans and Credit Card Payoffs - What You Need To Know

Education
Finance
FINRA Reviewed
Credit
With credit card interest rates ranging between 11% and 22%, it’s no wonder people are looking for alternative ways to manage and pay off their credit card debt
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Charley Stokoe | Jun 11, 2021

Debt After Death – Do You Have it Covered?

Insurance
Many people deal with credit card debt all of their lives with most of them giving little or no thought to what happens with their debt after they die. The fact
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1804 Krokus Dr.
Keller, TX 76248

CA. Ins. Lic. No. 0721561
TX. Ins. Lic. No. 2462108
WA. Ins. Lic. No. 801159

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714-892-8586

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Nothing on this website should be implied to offer tax or legal advice.  You should always consult your own tax and legal advisors regarding your own tax and legal situations. 

Both Life Insurance and Annuity policies have fees.  These fees, including surrender change which are common to these policies, are fully described in the sales and illustration documents which you can expect to receive, and should review, before making any purchase.

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