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Scot W Johnson Named New Principal

BlogJanuary 29, 20213Views 0Likes 0Comments

HOUSTON, TEXAS, January 29, 2021 – The principals of Adell, Harriman & Carpenter, Houston-based independent, fee-only investment managers, have named Scot W. Johnson as the firm’s fifth principal. He joins the firm’s management team as AHC strategically eyes the future. “After an exhaustive candidate search, Scot came on board in the latter part of 2019,” says…

Giving Thanks

BlogNovember 23, 20202Views 0Likes 0Comments

Like so many aspects of 2020, Thanksgiving will look different. Health concerns or travel limitations mean the crowds around dinner tables will be smaller than usual at many gatherings. Many of us will exchange greetings over video conference rather than in person. While these circumstances present challenges and disappointment, we will still take time to…

Stocks VS Economy

BlogJune 3, 20202Views 0Likes 0Comments

Rising stock prices and atrocious economic statistics might seem like they don’t fit together. It seems like economic activity should impact company profits. The truth is economic activity does impact company profits, but stock investors are looking toward future profits and economic stats we see in the news reflect what’s already happened. To use an…

Staying the Course in a Turbulent Market

BlogMarch 20, 20203Views 0Likes 0Comments

We don’t enjoy checking the morning news to hear “stocks will likely open lower this morning (again)”. We’re invested alongside our clients, so we’re seeing the same impact on our retirement savings. That being said, market pullbacks are a normal part of stock trading patterns. There will be stretches where the market trends downward. Those…

Simplify Your Financial Life: Make a Bucket List

BlogMay 3, 20182Views 0Likes 0Comments

This is the most elegant explanation of prudent investment management I’ve ever heard, and it came from Steve Adell. It’s called “The Bucket List”. The idea is to categorize your investment money into three simple buckets which are based on intended use: Cash, Fixed Income, and Growth. You fill the buckets in order. Bucket #1: Cash and…

Please Don’t Treat Your Homestead as Part of Your Investment Portfolio

BlogMay 3, 20183Views 0Likes 0Comments

Let me quickly make my case. Yes, real estate, by definition, is a real asset. Over time, real assets should appreciate. Therefore, your home should be considered part of your investment portfolio, right? I will first say it “depends”, but almost certainly not. Example: Let’s say you save for a 20% down payment for a $500,000…

Reorganizing a Formulaic Portfolio To Meet Actual Retirement Needs

BlogMay 3, 20184Views 0Likes 0Comments

I have to admit this is a growing point of contention for me in the financial services industry. I came across a 401(k) plan the other day for a person in her late sixties who has had a very successful career. She asked our advice about rolling over her 401(k) to an IRA. As we…

Stay Away from These Troubles in College

BlogApril 25, 201876Views 0Likes 0Comments

Before we begin, let’s start with the general understanding that money itself has a cost. It sounds strange to those who are not in the financial world, but a dollar borrowed from one source may be more expensive than a dollar borrowed from another source. If you borrow a dollar from a friend (pay them back-…

The Twelve Step Program to Get Your Financial Life Back on Track

BlogApril 25, 20184Views 0Likes 0Comments

Congratulations on admitting you have a problem. That’s step one. The journey to financial health may now begin. Admit you have a problem-you don’t yet have a grip on your finances. Take a financial assessment of yourself just like you would a business. Begin with the good old fashioned “Assets – Liabilities = Owner’s…

Scot W Johnson Named New Principal

Giving Thanks

Stocks VS Economy

Staying the Course in a Turbulent Market

Simplify Your Financial Life: Make a Bucket List

Please Don’t Treat Your Homestead as Part of Your Investment Portfolio

Reorganizing a Formulaic Portfolio To Meet Actual Retirement Needs

Stay Away from These Troubles in College

The Twelve Step Program to Get Your Financial Life Back on Track

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