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Talking to your Aging Parents about Finances

Submitted by Old Course Investment Partners on May 31st, 2022

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

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Thinking of Filing for a Tax Extension? Here's What You Should Know

Submitted by Old Course Investment Partners on March 30th, 2022

Unlike the summer family reunion and work meetings, you can always count on a few specific dates every year. Days like birthdays, holidays, anniversaries, and Tax Day. But even if April 18th is hardwired into your brain and calendar, sometimes it makes more sense to file for an extension instead of the tax deadline.

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Appetite for Risk

Submitted by Old Course Investment Partners on January 25th, 2022

Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result.

Tags:
  • Financial Planning
  • investing
  • retirement
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Do You Still Need Life Insurance When You Retire?

Submitted by Old Course Investment Partners on September 7th, 2021

4 Reasons You May Consider Keeping It

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Understanding Exchange-Traded Funds

Submitted by Old Course Investment Partners on August 17th, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Old Course Investment Partners on May 17th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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Should You Retire at the Same Time As Your Spouse?

Submitted by Old Course Investment Partners on April 12th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Submitted by Old Course Investment Partners on March 4th, 2021

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage.

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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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Recent Blog Posts

  • Talking to your Aging Parents about Finances
  • Thinking of Filing for a Tax Extension? Here's What You Should Know
  • Appetite for Risk

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  • investing (1)
  • retirement (1)

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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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