Insights

Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the...

In a world where convenience is key, cybercriminals lurk in the shadows, ready to exploit vulnerabilities in digital security. A recent report underscores the gravity...

As you approach age 65, you likely find yourself thinking about claiming Social Security more frequently. For many Americans, those benefits play a big role...

As Benjamin Franklin once said: “In this world, nothing can be said to be certain, except death and taxes.” When you’re nearing retirement or already...

Retirement is supposed to be a time for enjoying the fruits of decades of hard work—foreign travel, new hobbies, lowering your golf scores, and spending...

Many pre-retirees with significant investable assets who reside in Houston are increasingly concerned about managing healthcare costs as retirement approaches. With medical expenses expected to...

The real challenge for Houston retirees lies in managing their wealth correctly so that it lasts as long as they do. Thanks to rising longevity,...

Debt is like a leaky roof—it may not seem like a big deal at first, but over time, it can cause significant damage to a...

Let this sink in: given today’s extended life expectancies, there is an increasing probability you and/or your spouse will be retired for 30 years or...

This week, in honor of America’s Independence Day, we are sharing a special message from our chairman and one of our founding members, J. Harold...

Join the Precedent Team along with our Wealth Committee Member, Wendy Yates, as they discuss how to avoid making mistakes when working through estate planning and the...

Join Grant and Harold as they welcome the newest member to the investment committee, John Watson. John brings a wealth of experience in investment analysis...