Wow that went by fast. First, I want to say thank you to all my clients. We have been extremely blessed and continue to grow; thank you for your trust…
Tag: wealth manager near me
Houston we have 3 problems…this is bad
The three key risks to the economy and markets, outlined in the chart above, still remain the same. We are continuing to monitor the landscape but fundamentals haven’t significantly improved…
$2.2T dollars of Stimulus, Estate Planning and Taxes
We are about 35 days post market highs and we are now seeing the first wave of unemployment numbers. That said, all pension funds, mutual funds and target date funds…
My Journey to Becoming a Wealth Manager and Starting My Own Firm
By Amar Shah, CFA, CFP® Some people know exactly what they want to do for the rest of their lives. They get the right qualifications and then enjoy a career…