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  • 130 N. Preston Road
    Prosper, TX 75078
    817-235-6863
  • 116 W. 8th Street
    Georgetown, TX 78626
    512-818-1800
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  • Home
  • About
    • About
    • Jordan Benold
    • Stephen Benold
    • Media Quotes
  • Solutions
    • Process
    • Pricing
    • Solutions
    • Financial Wellness
    • Debt Management
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Insurance Optimization
  • Blog
  • FAQs
  • Contact
    • Locations
  • SCHEDULE CONSULTATION

Investment Banking

Read more about the article Top 5 Reasons to Own a Health Savings Act

Top 5 Reasons to Own a Health Savings Act

  • Post author:Jordan Benold
  • Post published:December 16, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

It’s that time of year again, Santa Claus, gift giving and selecting new benefits for the upcoming year.  As physicians, most of you know about health savings accounts.  However, I…

Continue ReadingTop 5 Reasons to Own a Health Savings Act
Read more about the article Roth IRA Strategy for Physicians

Roth IRA Strategy for Physicians

  • Post author:Jordan Benold
  • Post published:November 3, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

Peter Thiel is among the wealthiest Americans and is worth $4.3 Billion.  In 1999, he worked for a software company where most of his compensation was from a stock grant.  Peter…

Continue ReadingRoth IRA Strategy for Physicians
Read more about the article US T-Bills Are the New Savings Account

US T-Bills Are the New Savings Account

  • Post author:Jordan Benold
  • Post published:October 17, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

I think it is safe to say that we have seen almost everything over the past two years.  A terrible pandemic has not been seen since 1919, but the stock…

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Read more about the article Should You Own Gold to Hedge Inflation?

Should You Own Gold to Hedge Inflation?

  • Post author:CWR Support
  • Post published:June 13, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

Inflation is at its highest level in four decades, and there has been increasing interest in gold or precious metals as an investment. The highly volatile Bitcoin has been described…

Continue ReadingShould You Own Gold to Hedge Inflation?
Read more about the article I Bonds – Are They Worth the Hassle?

I Bonds – Are They Worth the Hassle?

  • Post author:CWR Support
  • Post published:December 11, 2021
  • Post category:Corporate Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

High Yield Savings Account – isn’t that an oxymoron these days?  Where can a saver go to make a decent return on their savings and keep it liquid?  Regular savings…

Continue ReadingI Bonds – Are They Worth the Hassle?
Read more about the article Is Cryptocurrency Right for You?

Is Cryptocurrency Right for You?

  • Post author:CWR Support
  • Post published:September 11, 2021
  • Post category:Behavioral Finance/Commercial Banking/Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

On May 22, 2010, Laszlo Hanyecz posted in a Bitcointalk forum “who will buy me two large Papa Johns pizzas and deliver them to my house in exchange for 10,000…

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Read more about the article Will Inflation Raise it’s Ugly Head?

Will Inflation Raise it’s Ugly Head?

  • Post author:CWR Support
  • Post published:September 11, 2021
  • Post category:Corporate Finance/Investment Banking
  • Post comments:0 Comments

Congress just passed a 1.9 trillion-dollar stimulus bill. There are concerns and confusion about what this massive amount of money injected into our economy will do. Let us look at…

Continue ReadingWill Inflation Raise it’s Ugly Head?

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