Skip to main content

  •  Tel: 225 292-0687
  •  Toll Free: 1-866-748-0687
  •  Fax: 225 292-0006
  •  
  •  
  •  

  • Home
  • Our Firm
  • Wealth Management  
    • Investments
    • Annuities
    • Retirement Planning
    • Tax Strategies and Consultations
    • Retirement
  • Financial Education
    • Blog
    • Video Library
    • Whitepapers
    • Useful Websites
    • Financial Calculators
    • Retirement Budget Worksheet
  • Contact 
    • Lafayette
    • Midland
    • Houston
    • McComb
    • Mobile
    • Pensacola
  • My Wealth Chart
  • IMPORTANT DISCLOSURE
  • Covid-19 Udpate

Focused on Retirement

so you can focus on life

Wealth Management

and lifetime income solutions

Our Mission

creating superior value for our clients

Helping People Improve Their Lives

by providing services they value

  Previous   Next

    You are here

  1. Home
  2. Blog

Blog

FAQs for our Friends at Entergy

Submitted by ADVISOR.INVESTMENTS on March 15th, 2019

We see many of our friends at Entergy Louisiana Station confronted by a perplexing situation as the company will not renew its power plant operating contract with ExxonMobil. Here’s what we know about the upcoming change and what we anticipate to be the questions that our friends at Entergy may be asking.

FAQs for our Friends at Entergy

Tags:
  • Entergy
  • Entergy rollover
  • Entergy Savings plan
  • Ethos
  • Read more

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

 

  • Read more

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

  • Read more

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:

  • Read more

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
  • Value
  • Read more

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
  • Value
  • Read more

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
  • Read more

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
  • Read more

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
  • Read more

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.

  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • next ›
  • last »

Book a Meeting

Tell a Friend

Join our Email List

Blog Disclosure

4870 Bluebonnet Blvd, Suite B

Baton Rouge, LA  70809
225 292-0687

405 West Main Street, Suite 107
Lafayette, LA 70501
  •  Toll Free: 1-866-748-0687
  •  Fax: 225 292-0006
  •  Service@advisor.investments
  •  
  •  
  •  

Please review Important Disclosure Information set forth in this web site. Advisor.Investments is DBA (Doing Business As) name for Diversified Investment Strategies, LLC an SEC-registered investment adviser. Insurance services through Advisor.Investments. This website provides general information, and is not intended to offer investment, insurance, or financial planning advice. The purpose of this site is to provide you with information about the firm, our services, our investment philosophy, and to provide a means for you to contact us for further information. Please click for terms of use.

Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

Privacy Policy

© 2021 ADVISOR.INVESTMENTS. All rights reserved.

Website Design For Financial Services Professionals