News Room

Municipal Bond Worries

November 27, 2011
In 2010, warnings circulated of a looming fiscal crisis among state and local governments. Investor fears intensified and some were motivatedto sell their bonds by a perception of rising credit risk among municipalbonds.
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This year I vow to...

November 27, 2011
It's the time of year when many of us think about establishing one or more New Year's resolutions. This often means committing to improving one's lifestyle by losing weight, exercising more, or drinking less.
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The Next Time You Have Your Oil Changed…

November 27, 2011
I was recently visiting with our client Ron, and he mentioned something that really got my attention. He said, “Jim, you taught me a lesson about investing when we first started working together that I have followed, and it has worked out beautifully.”
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"Wealth By Design” – Houston Business Journal

November 17, 2011
Jim Waters started his career working for one of the largest privately held engineering firms in the world, but the first time he laid his eyes on a financial plan he was hooked.  READ MORE
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“James Waters – PartnersInWealth” – The BusinessMakers Radio Show

November 11, 2011
James Waters, CFP, considers himself a "personal CFO."  His financial planning organization advises high net worth individuals on taxes, investments, estate planning and insurance. READ MORE
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Money Well Spent

October 25, 2011
In light of global financial woes and strained government budgets, the ability of philanthropy to help solve problems may never have been this important.  But how can financially successful households be certain their contributions are effective?
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When to Review Your Investment Portfolio

July 5, 2010
Albert Einstein is credited for saying “doing the same thing over and over again and expecting different results is the definition of insanity”.  Should we apply this idea to our investments?  When circumstances surrounding the stock market or the [...]
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Is It Different This Time?

July 27, 2009
As stock prices have slumped around the world over the past year, investors have been confronted with a barrage of grim news—falling home prices, rising costs for food and fuel, and worries over the fragile health of the banking system. Some have [...]
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Keeping More of Your Investment Money

March 4, 2008
Actively managed mutual funds refer to a portfolio management strategy where the manager buys and sells investments with the goal of generating superior returns. Unfortunately, most actively-managed mutual funds have lousy tax efficiency. But please do [...]
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