Blog

Wednesday, April 22, 2026

In this webinar, we discuss Q1 2026 general market performance & perspective on global conflict as it pertains to the stock market.

Monday, January 26, 2026

Are you truly diversified—or just concentrated in large U.S. stocks? Learn why global diversification matters as you approach retirement and how Presidio Financial can help reduce risk and improve long-term outcomes.

Saturday, November 15, 2025

New OBBBA tax rules are reshaping deductions, credits, and planning windows in 2025 & 2026. See how they affect Houston Bay Area families—and how Presidio Financial can help you respond wisely.

Thursday, October 30, 2025

High-net-worth families can make a bigger impact with smarter giving. Explore trusts, donor-advised funds, and tax-efficient strategies in our latest Presidio Financial checklist.

Thursday, October 9, 2025

Wondering what to do with your old 401(k)? Learn your rollover, tax, and investment options—and how Presidio Financial helps you make the most of your hard-earned savings.

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Friday, October 3, 2025

How to Make the Most of Your Employer-Provided Benefits By Matt Dockall, CFP® — Presidio Financial. Serving Friendswood, Pearland, Clear Lake & League City Open enrollment can feel like a chore, but the benefit elections you make this...

Saturday, September 20, 2025

Starting a new job? Beyond the excitement, there are financial moves you don’t want to miss—from benefits to taxes to retirement planning. Read our latest blog for a quick checklist to set yourself up for success.

Friday, August 29, 2025

We explore whether Bitcoin and other cryptocurrencies are true investments, covering stablecoins, inflation hedging, and insights from Nobel Prize–winning economists.

Thursday, July 17, 2025

In light of recent market volatility, financial analysts and forecasters are making bold predictions about future returns. This raises an important question: How accurate are major financial and investment firms in predicting market...

Thursday, July 17, 2025

As the conflict between Russia and Ukraine continues, a new front has emerged with recent tensions between Israel and Iran. In light of these global events, we felt it was timely to take a step back and explore how markets have...

Wednesday, May 29, 2024

GME has had significant gains and losses over the past couple of months. How are we, disciplined and diversified investors, supposed to react to the GME mania? Are we able to take advantage of opportunities through flexible trading...

Tuesday, May 28, 2024

In this edition of “Retiree Strategy Minute”, we are briefly discussing tax-efficient withdrawal and Roth conversion strategies. These are powerful strategies to lower a retiree’s long-term tax burden and lower their vulnerability to...

Friday, May 24, 2024

When should I begin taking Social Security payments? What are the advantages of delaying Social Security payments until 67 or 70?

Thursday, May 23, 2024

Market premiums (also known as the risk factors) are characteristics of equities and fixed income that have historically provided higher returns. Most portfolios do not take advantage of market premiums because many investors cannot...

Wednesday, May 22, 2024

In these times of social unrest, false ideologies take grip out of despondency. There has never been a more important time for education and patience. Your voice of logic and love could be the one thing that saves your family’s...

Tuesday, May 21, 2024

Headlines have been dominated by the S&P 500 reaching all-time highs. Does this mean that we should expect the market to go down from here? What should we do with excess cash? Is it still a good time to invest our savings? These...

Thursday, November 17, 2022

Cryptocurrencies have been all the craze the last five years. 43% of men between the ages of 18-29 say they have invested in, traded, or used a cryptocurrency*. With so many people involved, it’s easy to get investing FOMO (fear of...