Open enrollment is a two-week window related to Occidental Petroleum benefits where employees make decisions on some of their company benefits and coverages. It isn’t given much attention by most even though some of the...
Read MoreThe Western Midstream 401k plan has the largest potential employer match of any 401k we have ever seen. An employer match is a great thing, but this one is so high that it requires planning to use it well. Here’s the...
Read MoreNervous. When I started this firm, I was very apprehensive about going all-in on a niche. The idea that I would put myself out to the public as being for one small group of people (Oil & Gas/Chem) professionals terrified me....
Read MoreThis is an article about the OXY 401K plan. But before we get to that, a quick story about our first trip to the Woodlands (it’s connected to the OXY 401K plan, I promise). Many moons ago, we moved to The Woodlands from...
Read MoreWork transitions are an excellent opportunity to assess your personal finances and bring about change. However, the advice you get from Wall Street isn’t always in your best interests. How do you make sure that...
Read MoreHave you ever gassed up your car only to find out later you went to a gas station charging way more than all of the others? I did this recently, and it was infuriating. The most frustrating part was the gas station had their...
Read MoreWhy a Fiduciary Advisor Matters You’ve spent decades building towards financial freedom. If you’re basing critical financial decisions on the advice you’re receiving, it’s worth knowing why that advice...
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