Month: December 2019

• December 30, 2019Uncategorized

  Money Matters Episode 254 – Working Remotely w/ Teresa Douglas

    Isolation, reduced communication, and a lack of mental cues can burden remote workers. How can remote workers successfully balance the demands of their professional lives? We were joined today […]

• December 20, 2019Uncategorized

  Money Matters Episode 253 – Jewelry Appraisal w/ Jessica Khurana

  Making sense of jewelry appraisal is crucial whenever buying, selling, or insuring precious stones. We were joined today by Graduate Gemologist Jessica Khurana. As the owner of Houston Jewelry Appraiser, […]

• December 17, 2019Uncategorized

  Money Matters Episode 252 – Fiduciary Standard Regulations and Succession Planning w/ Bill McCance

  50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients. We were joined today by Bill McCance, Chairman and President of TAG […]

• December 17, 2019Uncategorized

  Money Matters Episode 252 – Fiduciary Standard Regulations and Succession Planning w/ Bill McCance

  50 Fiduciary Standards for 50 States? How a lack of uniform regulation could ultimately increase costs for clients. We were joined today by Bill McCance, Chairman and President of TAG […]