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  3. June 2019

June 2019

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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Planned Giving Goes Further

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

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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Archived Blog

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  • June 2019 (2)
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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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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
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