What Is a Portfolio Line of Credit

What Is a Portfolio Line of Credit

August 29, 2023

When it comes to brokerage accounts, many people think they're only for investing. But did you know there's another advantage to having a brokerage account? It's called a portfolio line…

Estate Planning in Texas

Estate Planning in Texas

July 7, 2023

What is Estate and Estate Planning? An estate comprises the net worth of your land and real estate, possessions, financial securities, cash, and any other assets you might own. Estate…

The Importance of Having a Trust

The Importance of Having a Trust

June 20, 2023

What is a Trust? A trust designates a third party (a trustee), to hold assets (real estate, vehicles, clothing, jewelry, and other personal belongings or title assets) on behalf of…