By G. DeWayne McAnally, CFP President of The Advisory Group The marketing machines are already at work. For the financial services salesman, this may be the biggest opportunity to capture customers, and commissions, in a decade. They’re going to … Continue reading
By Vincent F. Orza Jr. Dean, Meinders School of Business, OCU Management Guru Peter Drucker said it: “The best way to predict the future is to create it.” So the economy is lousy, companies are laying people off … Continue reading
By Carol Alexander, CFP and Randy L. Thurman, CPA, CFP, PFS Over 2000 years ago, the Roman Emperor Caesar Augustus proclaimed, “all the world be taxed.” “Render unto Caesar the things which are Caesar’s”*… but not any more … Continue reading
By Dr. Vincent F. Orza Jr. Dean, Meinders School of Business, OCU Living through a recession brings many things into focus. Government spending and retirement planning get more scrutiny when you realize your 401K has become a 201K. The housing … Continue reading
By Vincent F. Orza Jr. Dean, Meinders School of Business, OCU It’s a quaint old saying, but it’s never been more true, especially as it relates to what we can expect from government. The truth is, many of us may … Continue reading
Dr. Vncent F. Orza Jr. Dean, Meinders School of Business, OCU It’s great being young and foolish… not a care in the world. Then, about the time we’re in our 40s, we start thinking about retirement. Questions arise about when we’ll retire, … Continue reading
Randy L. Thurman, CPA, PFS, CFP The impossible dream? To have a reliable, inflation-proof income stream, regardless of economic conditions. A portfolio that can deliver that income stream in market downturns, business failures, oil embargoes, inflation, interest rate issues, … Continue reading
Linda McDonald Where are you going to find a Christmas parade led by 100 Longhorn cattle? Or a turn-of-the-century town peopled with historical characters? Even territorial horse-drawn carriages gliding through a million lights? If you guessed Texas … Continue reading
