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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Old Course Investment Partners on January 15th, 2021

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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How do I Save for a Goal?

Submitted by Old Course Investment Partners on November 12th, 2020

The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Old Course Investment Partners on September 24th, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

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How to Protect Your Identity

Submitted by Old Course Investment Partners on September 15th, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Paying off Student Loans

Submitted by Old Course Investment Partners on July 21st, 2020

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. 

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Why Financial Literacy is Important

Submitted by Old Course Investment Partners on January 7th, 2020

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget.

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Avoiding Retirement Woes

Submitted by Old Course Investment Partners on September 10th, 2019

How to Avoid Retirement Woes

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Why Should I Think About Retirement Planning?

Submitted by Old Course Investment Partners on August 12th, 2019

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared.

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Video: 3 Money Management Principles for Children

Submitted by Old Course Investment Partners on July 19th, 2019
 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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AICPA Highlights 6 Recent Personal Finance Trends

Submitted by Old Course Investment Partners on June 27th, 2019

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

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  • The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach
  • How do I Save for a Goal?
  • Charitable Giving: How Your Gift Gives Back in Tax Deductions

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Directions to Old Course Investment Partners, LLC

If taking US 59 South (heading towards Sugar Land):

US 59 South to Kirby.
Exit Right onto Kirby.
Go two blocks. Turn Right onto Norfolk.
Go 1/4 mile. Our building is on the Right.
Address is 2211 Norfolk, Suite 360 (Third Floor.)
Park in attached garage with Visitor Parking on first level.

If taking US 59 North (heading towards downtown, Humble, etc.):

US 59 North to Kirby.
Exit Right, then Go Left under freeway onto Kirby.
Go two blocks. Turn Right onto Norfolk.
Go 1/4 mile. Our building is on the Right.
Address is 2211 Norfolk, Suite 360 (Third Floor.)
Park in attached garage with Visitor Parking on first level.

Phone: (713) 300-9800
Fax: (713) 300-9811
Toll Free:

Email: blaine@oldcourseip.com

2211 Norfolk Street Suite 360 , Houston, TX 77098

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