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?

Talk to Your Children (and Parents) about Shared Financial Picture



Protecting Your Retirement Investments During a Job Transition

by Patrick H. Lesley

It’s 2011: Do You Know Where All Your Retirement Savings Are?

A Traditional IRA here… A rollover IRA there… Four job changes (so far!) and three retirement plan account balances left in the plans of former employers.

Investors Can Learn from World Cup Teams

It’s World Cup time, and soccer fans everywhere are focusing on South Africa, where 32 countries compete for what may be the most coveted championship in all of sports.

Looking for a financial advisor? 

Looking for a financial advisor? Ask the Right Questions

Like most people, you probably are plenty busy with your work and family. So you may not have the time and expertise needed to thoroughly understand the investment world. That's why you may want to work with a professional financial advisor.

Investing 101

In life, you can’t avoid all risks — and you shouldn’t try, because endeavors that carry risk also bring the prospect of reward. And it’s certainly the same in the investment world.

Real Illusions

We all like to think that we make rational and wise decisions when managing our money. But most of us are influenced far more by our emotions than our brains.


401(k) Review and Rollover Can Be Rewarding

Your 401(k) offers tax-deductible contributions, tax-deferred growth of earnings potential and a variety of investment options


Getting the Most From Your 401(k)

Over the years, you may have accumulated a significant sum in various retirement accounts. While keeping those assets in varioius accounts at different financial institutions isn't necessarily a bad thing, there is a strong case for consolidating them into one account with the same financial institution.