Tom FlanaganHow to be Generous to Family and Yourself

by Patricia Green

Tom FlanaganProtect Your Children From Identity Theft

by Evans Attwell


a5When You Need an Annual Review for Your Finances


Patricia GreenCollege Savings: Think Beyond the 529


Patricia GreenManage Your Portfolio, Help Control Your Tax Bill


carl maxwlthumbl      Spring Cleaning for Your Insurance Policies

Calculating Social Security Benefits

a5Can you stop investing when you retire? Is Life insurance a Good Investment?

a5Charitable intentions: Using your assets to do good

Chris 1Top IRA Planning Mistakes

a5Use Your Home’s Equity to Achieve This Year’s Financial Goals

rsz_20130612_bbva_grand_opening_491_lreGalleria’s First Office High-Rise in 30 Years, BBVA Compass Plaza Officially Opens in Houston

rsz_1zuniga_kelly_2013-167wHolocaust Museum Houston Names New Executive Director

rsz_screen_shot_2013-04-20_at_104045_amIncreased Contribution Limits: Retirement Planning Gets A Boost in 2013


Diversify Your Investment Risk


All investments carry risk. But, as an investor, one of the biggest risks you face is that of not achieving your long-term goals, such as enjoying a comfortable retirement and remaining financially independent throughout your life. To help reach your objectives, you need to own a variety of investment vehicles — and each carries its own type of risk.

Must-have estate planning documents for now and the future



Garrick Behelfer
Vice President
Frost Wealth Advisors


What would happen to my home, car, bank account, investments and other assets if I die? Who would care for my children if I weren’t around any longer? What would I want medical professionals to do—or not do—to keep me alive if I was critically injured or gravely ill? Who would make decisions about my medical care if I couldn’t speak for myself? Who would take care of my finances if I couldn’t do it?

Can You Turn “Be a Millionaire Day” into Reality?


If you look hard enough, you can find many obscure holidays, but few of them can instantly capture people’s interest as much as Be a Millionaire Day, which is “celebrated” on May 20. While amassing a million dollars may not be as significant a milestone as it used to be, most of us would still feel pleased if we could someday attain “millionaire” status. While there are no perfect formulas or guarantees, here are some steps to consider when working toward any investment goal:

Make the most of wealth opportunities with a private banker.

By Corey F. Powell, Frost Bank

What Does The Investment landscape look like.

As an investor, you know that 2011 was a somewhat “choppy” year, with the financial markets going through many ups and downs. So what can you expect in 2012?