When I meet people and tell them I am a financial advisor, the first thing they always want to talk about is the stock market. As a lifelong student of stock market history and behavioral finance, I am always...
ML&R Wealth Management is committed to helping you run your business or manage your personal finances more efficiently. To help prepare you during your journey to financial success, we maintain a blog written or curated by our financial professionals.
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It’s not too hard to notice that everything costs a lot more than it did a year or two ago. It seems like everything- from gas to housing to food at the grocery store- is considerably more expensive. And...
ML&R Wealth Management is excited to announce that MaryBeth Meyer has joined the firm as a Wealth Management Advisor. MaryBeth has over 11 years of experience having come from another Registered Investment Advisor firm in Central TX. She is...
Financial Topics We Cover
Our partners, advisors, and associates want to promote awareness of the importance of financial planning and how to improve your wealth management strategy. For this reason, we aim to provide the best educational materials to help you achieve success.
Our investment blog is also a great way to keep you informed on what investment strategies are available to you as you navigate the possibilities for your future.
Our blog covers the following topics, and many more:
- Investment Philosophy
- Tax Planning Tips
- Financial Tips for Millenials
- Estate Planning & Charitable Giving
- Helping Aging Parents with Money
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Growing up in the 1980s, I can vividly recall what it meant to be a “traditional” family. It was still the “Leave it to Beaver” days where a husband and wife married, bought a home, had children, and worked...
For new or expectant parents, this is such an exciting time! As you enter this new phase of your life, there are many aspects of your financial life that you should not ignore. Here are ten things to consider...
I joined ML&R Wealth Management in April of 2020. Since then, the questions I have heard most often from our clients are: “How much cash should I be holding in my portfolio?” and “Where should I save my cash...
When I meet people and tell them I am a financial advisor, the first thing they always want to talk about is the stock market. As a lifelong student of stock market history and behavioral finance, I am always...
It’s not too hard to notice that everything costs a lot more than it did a year or two ago. It seems like everything- from gas to housing to food at the grocery store- is considerably more expensive. And...
ML&R Wealth Management is excited to announce that MaryBeth Meyer has joined the firm as a Wealth Management Advisor. MaryBeth has over 11 years of experience having come from another Registered Investment Advisor firm in Central TX. She is...
Compensation: the money received by an employee from an employer as salary or wages. This is a fairly broad definition. However, when it comes to retirement plans, there are rules we must adhere to. There are consequences for not...
No matter where you are on your financial journey, charitable planning and giving are a win-win for all involved. Charities thrive on the time spent and dollars donated from individuals and families like you and yours. Although this is...
During the global pandemic over the past year, it’s been hard to avoid noticing so many suffering, both globally and in our local communities. One of the silver linings to come from the pandemic was people becoming more aware...
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Partner, Vanessa McElwrath, sat down with KVUE News to shed light on...
On May 6, 2021, ML&R Wealth Management hosted a webinar on the topic of Social Security. We know that approaching retirement is an important life decision. Filing for benefits can be complicated and we want to help navigateand simplify...
Now that we are a little over a year out since hitting market bottom last March, I thought it would be interesting to share the performance difference if an investor missed the first week of the rebound. It’s pretty...
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When you keep up with our investment blog, you’ll not only receive educational materials for your next advisor meeting, but you can also keep a pulse on what we’re reading as well. We keep updated on the latest pertinent research and do our best to summarize the aspects that are important to you.
If you’d like to speak with a professional or schedule your free consultation, contact us today to get your journey started. In addition to our wealth management blog, we invite you to sign up for our monthly newsletter for timely financial information and tips.
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