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713-621-1155
  • Home
  • About AHC
    • Firm Overview
    • Our Team
      • Principals
      • Client Relations Team
    • Careers
  • Client Services
    • Portfolio Management
    • Financial Counseling
    • Fee Schedule
  • Resources
    • Newsletters
    • Blog
  • Contact Us

Tag Archives: financial planning

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A Brief Collection of Financial Basics for the Millennials and Gen X’ers

UncategorizedBy AHCAdminMay 10, 2018

Change can be rough.  Maybe you’ve already experienced a job change or career change, planned or unplanned.  Or, perhaps, you’ve already experienced a major life event that will alter the course of the rest of your years.  Following these thoughts should serve as fundamental principles for those of us with more working years to accomplish…

Reorganizing a Formulaic Portfolio To Meet Actual Retirement Needs

BlogBy AHCAdminMay 3, 2018

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…

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

BlogBy AHCAdminApril 25, 2018

Congratulations on admitting you have a problem.  That’s step one.  The journey to financial health may now begin. 1.       Admit you have a problem-you don’t yet have a grip on your finances. 2.       Take a financial assessment of yourself just like you would a business.  Begin with the good old fashioned “Assets – Liabilities =…

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