Why Financial Planning is Important for Women
Has the topic of inflation caused concern for you? Let’s talk more, so you can hear through the noise on this topic.
Road Hazards to Retirement
Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.
Great Place to Work and Fortune Magazine Rank 49 Financial #5 in Best Workplaces in Texas™ List
Great Place to Work and Fortune magazine have named 49 Financial as one of this year’s Best Workplaces in Texas! We’re thrilled to announce that this year we’ve come in ranking at #5 on the list due to our incredible employees words and testimonies. Thank you to all our people for being the reason to […]
Ready for your dream retirement?
Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.
Portfolio Construction
How do we construct portfolios for our clients? It’s simple. We take a systematic approach!
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 […]
Portfolio Construction and the Butterfly Effect
“A very small cause which escapes our notice determines a considerable effect that we cannot fail to see, and then we say the effect is due to chance.” – Jules Henri Poincaré (1854 – 1912) The “Butterfly Effect” is commonly referred to as the large unforeseen consequences that can occur due to a small event. Over […]
Confessions on the Reality of Inflation in Today’s World
Has the topic of inflation caused concern for you? Let’s talk more, so you can hear through the noise on this topic.
