What a Refrigerator Can Teach Us About Investing

For most of us, the refrigerator is a hugely valuable (if underappreciated) appliance. Like a refrigerator, a cooler is designed to keep items cold. However, it is portable and allows us to go to the beach, pool, or tailgate. Of course, thermally insulated cups are also portable and have become so popular that many car […]

49 Financial Featured in Major News Outlet

We knew that things here at 49 were pretty special, but we were reminded of it when our CEO & Founder, Travis Penfield, was recently interviewed by City Wire. They are a news platform that focuses on sharing information with professionals in the finance industry all around the globe. What originally was meant to be […]

49 Financial makes “Best Workplaces in Financial Services and Insurance” List!

Our amazing people have done it again! We made the list for “Best Workplaces in Financial Services and Insurance”for 2021! It’s an honor to be on this list for small and medium-sized companies in the industry. We’re thankful that not only do our people enjoy serving their clients, but they also consider the place they’re […]

49 Financial makes “Best Workplaces in Texas” List!

49 Financial made the list for “Best Workplaces in Texas” for small & medium-sized companies, according to Great Place to Work! We are honored to be mentioned on this list, which is all due to our amazing people. As a company, we want to always strive to be a financial services firm that loves our […]

At 49 Financial, Two Are Better Than One

At 49 Financial, we care for and support one another, which is how we’ve developed such a unique and great culture. Advisors of all levels are valued and respected – making us a team, not just a financial services company. As a team, our financial advisors do some of the hardest work, in front of […]

Ask Travis: How much money do I need to talk to 49?

https://www.youtube.com/watch?v=rN26kBYv7eA Q&A Question: How much money do I need to have in order to talk to 49 Financial? Answer: The fact that that is a question that even needs to be asked is, we believe, a huge issue in this industry. We, as a company, are here to serve people who need help planning for their […]

Exciting Press: Financial Advisor Magazine Article

Starting the year off on a great note with Financial Advisor magazine quoting Travis Penfield, CEO & Founder of 49 Financial in a recent article. Travis unpacks how to view and consider potential changes to the tax structures considering the incoming administration. Financial Advisor goes on to quote Travis by saying: “Good tax approaches now […]

Taxes in Distribution Explained

I think we can agree that taxes are no one’s favorite subject, but to make the most out of your hard-earned money, you need to know all the different ways that they can impact you especially in the distribution phase of your retirement. During this phase you should simply be executing on the plan you […]