Skip to main content

Old Course Investment Partners

Old Course Investment Partners

  • Home
  • About 
    • Our Team
    • Connect With Old Course Investment Partners
  • Our Services
  • Resources 
    • Account View
    • Financial Calculators
  • Account View
  • The Old Course Blog
  • Contact Us

    You are here

  1. Home
  2. Financial Planning

Financial Planning

Back to School! - Old Course Investment Partners, LLC - Financial Advisors - Houston, TX

Submitted by Old Course Investment Partners on September 7th, 2018

It’s back to school for students all across the country, and whether it’s the first week in kindergarten, high school, or college, parents and students alike are excited yet probably nervous at the same time. What will the new school year bring—and can it live up to our hopeful expectations?

Tags:
  • Financial Planning
  • Read more

Tax Planning Basics

Submitted by Old Course Investment Partners on June 5th, 2018

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

Tags:
  • Financial Planning
  • Read more

Blaine Douglas, CIMA - Blaines Blog - FinTech Apps you should know

Submitted by Old Course Investment Partners on October 17th, 2017

Smart-phones are less of an option these days and more of an extension of everyday life. Your phone is there for you when you need to know the weather, connect with your friends and colleagues, and when you just have to post that perfect Instagram of yesterday’s brunch.

Tags:
  • Financial Planning
  • Read more

Financial Planning for Young Professionals

Submitted by Old Course Investment Partners on October 6th, 2017

You’re 25 and feeling alive. You’re settling into life after university, paying off your debts and slowly figuring how to “adult”. But with the responsibility of bills, rent, and even keeping up social appearances, prioritizing financial planning is something far too often pushed to the side.

Tags:
  • Financial Planning
  • Read more

Will It to be So: Things to Consider for a Strong Will

Submitted by Old Course Investment Partners on September 28th, 2016

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately conjures up all sorts of emotions because, let’s be honest, the absence of being IS emotional. But, death is also cause for practicality.

Tags:
  • Financial Planning
  • Read more

Why Bear Markets Don’t Matter

Submitted by Old Course Investment Partners on August 3rd, 2016

If you’ve been listening to the financial media of late you have no doubt heard some of the so-called experts prognosticating on the prospect of the next big bear market. Unquestionably, the stock market is at another crossroads, and its 7 percent increase year-to-date belies the concerns that most people have over the global economy.

Tags:
  • Financial Planning
  • Read more

Blaine Douglas, CIMA - Elections and the Stock Market: Much to Do About Nothing

Submitted by Old Course Investment Partners on June 9th, 2016

It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s direction.  On one hand, the performance of the stock market during the two months leading up to the election has been somewhat of a predictor of who will win the race.

Tags:
  • Financial Planning
  • Read more

Are My Social Security Benefits Taxable?

Submitted by Old Course Investment Partners on April 22nd, 2016

The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle, the answer takes on even more significance.  Generally, your income from Social Security is not taxable on its own; but when it’s combined with other sources of income for tax reporting purposes, a porti

Tags:
  • Financial Planning
  • Read more

Identity Theft – How to Safeguard Your Identity

Submitted by Old Course Investment Partners on April 14th, 2016

It’s something most Americans don’t think about until it hits the headlines, such as last year when major retailer, Target, revealed that its data base of shopper credit and debit card numbers had been breached. Yet, nearly 15 percent of the population - more than 34 million adults - has reported some form of identity theft, according to the Identity Theft Resource Center.

Tags:
  • Financial Planning
  • Read more

Charitable Giving with Purpose Magnifies Your Gifts

Submitted by Old Course Investment Partners on March 10th, 2016

Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.

Tags:
  • Financial Planning
  • Read more
  • 1
  • 2
  • 3
  • next ›
  • last »

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

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

Get Directions

Quick Message

  • Share on Facebook
  • Facebook Like
  • Tweet Widget
  • Linkedin Share Button
  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Licensed to do business in: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Minnesota (MN), New Jersey (NJ), Oklahoma (OK), Texas (TX), Washington (WA)

© Copyright 2015, Old Course Investment Partners, LLC.

© 2021 Old Course Investment Partners, LLC. All rights reserved.

Website Design For Financial Services Professionals