Houston Chronicle

Local Tax Preparers are Bracing For a Late Rush

Americans’ uncertainty about how Affordable Care Act affects them has many ‘taking their time” about…

The New York Times

Seeing a Tax Refund as a Financial Opportunity

So far this year, the Internal Revenue Service has processed more than 66 million federal…

USA Today

Top 5 Tax Questions Answered

Some issues come up every tax season, such as the details behind the earned income…


When Selling Winning Stocks Makes Sense

Q: Is there a benefit to taking profit on a stock that has done well…


Meet the NFIB/Texas Member of the Month | February

Mike Smith is the president and general partner of Avidian Wealth Management, a Houston financial…

The Wall Street Journal

The Challenge of Aging Clients’ Shrinking Assets

Often many elderly clients have no choice but to draw down their retirement nest eggs,…

Houston Business Journal

Avidian Wealth Management Ranked Among Houston’s Largest Stockbrokerages and Money Management Firms

Marking a first in its history, Avidian Wealth Management has been ranked among the Houston…

Bank Rate

Finances For The Marrying Kind

The number of remarriages has been steadily rising over the past few decades, with 40…

The Fiscal Times

FiscalTimes vs. LearnVest

December is also an opportune time to set ourselves up for a healthier New Year. And…

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