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Cybersecurity in 2025: How to Fight AI Fraud

Cybersecurity in 2025: How to Fight AI Fraud

by Scott Hamilton | May 12, 2025 | Financial Planning

By Scott Hamilton, CFP® While the ever-growing shadow of cybercrime (now intensified by sophisticated AI fraudsters) presents a persistent challenge to the financial planning world, it’s important to understand that cybersecurity defenses are also in a state of...
Why Diversify Globally? It Matters More Than Ever.

Why Diversify Globally? It Matters More Than Ever.

by Scott Hamilton | Mar 7, 2025 | Financial Planning, Investments

By Scott Hamilton, CFP® Your investment portfolio may be diversified across asset classes, sectors, and companies, but what about countries and regions of the world? That question may leave you asking, “Why diversify globally?” This is a great question when you...
What Is Per Stirpes and Why Does it Matter?

What Is Per Stirpes and Why Does it Matter?

by Scott Hamilton | Feb 11, 2025 | Financial Planning

By Scott Hamilton, CFP® One of the most important aspects of estate planning is knowing how your assets are distributed after your death. Being aware of the answer to questions like “What is per stirpes?” may seem trivial, but understanding what it means is essential...
The Value Financial Advisors Add: Insights From Vanguard Research

The Value Financial Advisors Add: Insights From Vanguard Research

by Scott Hamilton | Jan 2, 2025 | Financial Planning

By Scott Hamilton, CFP® The financial services industry has seen considerable change in the 21st century. Today, many investors question whether a financial advisor can truly add value or if the investors can match the return on investment by making their own...
What Is Portfolio Rebalancing, and Why Do We Rebalance Regularly?

What Is Portfolio Rebalancing, and Why Do We Rebalance Regularly?

by Scott Hamilton | Nov 20, 2024 | Financial Planning, Investments

By Scott Hamilton, CFP® Regularly rebalancing your portfolio is a task often overlooked by many investors. However, it’s a vital step that can significantly impact your investment progress.  So, what exactly is “rebalancing,” and why does it matter? Simply put,...
You Don’t Need to Outsmart the Market to Be a Successful Investor

You Don’t Need to Outsmart the Market to Be a Successful Investor

by Scott Hamilton | Oct 24, 2024 | Financial Planning, Investments

By Scott Hamilton, CFP® Many people believe the most successful investors are those who meticulously analyze trends to pinpoint the perfect moments to buy or sell. Another misconception is that without this approach, one can only expect average results and miss out on...
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Recent Posts

  • Cybersecurity in 2025: How to Fight AI Fraud

    Cybersecurity in 2025: How to Fight AI Fraud

    May 12, 2025
  • Your 2025 Social Security Guide

    Your 2025 Social Security Guide

    March 31, 2025
  • Why Diversify Globally? It Matters More Than Ever.

    Why Diversify Globally? It Matters More Than Ever.

    March 7, 2025
  • What Is Per Stirpes and Why Does it Matter?

    What Is Per Stirpes and Why Does it Matter?

    February 11, 2025
  • The Value Financial Advisors Add: Insights From Vanguard Research

    The Value Financial Advisors Add: Insights From Vanguard Research

    January 2, 2025

8 Foolproof Ways to Reach Your Retirement

8-Foolproof

THE 6 HIDDEN TAX SAVING OPPORTUNITIES

THE 6 HIDDEN TAX SAVING OPPORTUNITIES
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Austin, TX 78734
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346-200-4440
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With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.[/vc_column_text][/vc_column][/vc_row]