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2018 Updated Tax Brackets

Submitted by ADVISOR.INVESTMENTS on August 7th, 2018

Advisor.Investments - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

2018 Updated Tax Brackets

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2018 Updated Contribution Limits

Submitted by ADVISOR.INVESTMENTS on August 7th, 2018

Advisor.Investments - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

 

2018 Updated Contribution Limits

 

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From the shadows to the light

Submitted by ADVISOR.INVESTMENTS on July 10th, 2018

DIS and DAT - From the shadows to the light - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

“Education is the movement from darkness to light.”  Allan Bloom

 

Dear Friends:

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Avoiding Mob Thoughts

Submitted by ADVISOR.INVESTMENTS on February 22nd, 2018

DIS and DAT - Avoiding Mob Thoughts - February 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

Tags:
  • DIS and DAT
  • Investments
  • Value
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10 Investment Concepts

Submitted by ADVISOR.INVESTMENTS on January 29th, 2018

DIS and DAT - 10 Investment Concepts - January 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

 

“By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.”

Confucius

Tags:
  • DIS and DAT
  • Emotions
  • Investments
  • Value
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Unicorns and Zombies

Submitted by ADVISOR.INVESTMENTS on December 7th, 2017

DIS and DAT - Unicorns and Zombies - December 2017

Dear Friends:

Tags:
  • Delayed Gratification
  • FAANG
  • investing
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Tax Relief For Victims of Hurricane Harvey

Submitted by ADVISOR.INVESTMENTS on September 5th, 2017

On August 28th, the IRS announced tax relief for victims of Hurricane Harvey.  The following Texas counties are eligible for tax relief: Aransas, Bee, Brazoria, Calhoun, Chambers, Fort Bend, Galveston, Goliad, Harris, Jackson, Kleberg, Liberty, Matagorda, Nueces, Refugio, San Patricio, Victoria and Wharton.

Tags:
  • casualty loss
  • disaster recovery
  • Houston.investments
  • Hurricane Harvey
  • tax relief
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I’m BAACK!!!

Submitted by ADVISOR.INVESTMENTS on July 31st, 2017

DIS and DAT - I’m BAACK!!!

A few years ago, I wrote; that I thought I covered our thoughts on investing in these periodic communications. We decided to begin sending a “Market Analysis” type of report.

Tags:
  • digital stocks
  • DIS and DAT
  • Indexing
  • Investments
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Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Submitted by ADVISOR.INVESTMENTS on July 1st, 2017

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought was given to the expenses of a vacation or the copay costs at the doctor. There’s something beautifully unburdened in the way which children experience the world: recklessly present and innocently ambivalent.

Tags:
  • Financial Advisor
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May 2017 Hurricane Season Revisited…9 Steps to Prepare for an investment storm

Submitted by ADVISOR.INVESTMENTS on May 23rd, 2017

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

Tags:
  • DIS and DAT
  • Investment philosophy
  • Newsletter
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