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Blog

Liz Whitteberry | Mar 23, 2023

5 Tips for When the Markets Get Rocky

investing
Investments
When stock market volatility strikes, we recommend these five strategies to help you maintain smooth sailing.
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Liz Whitteberry | Mar 21, 2023

How to Protect Yourself From Identity Theft

Identity Theft
There are steps you can take to protect against identity theft and reduce the damage if it happens.
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Liz Whitteberry | Mar 18, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Liz Whitteberry | Mar 14, 2023

Your IRA and Your Legacy

Individual retirement accounts can play a valuable role in the estate planning process
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Liz Whitteberry | Mar 9, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Liz Whitteberry | Mar 7, 2023

An Introduction to Bond Ladders

Investments
A bond ladder strategy can help smooth out the effects of interest rate risk while allowing investors to take advantage of higher coupon rates offered by longer
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Liz Whitteberry | Mar 2, 2023

Preparing for the 2023 Tax Season: How a financial advisor can help you manage your taxes this year

Tax Planning
Reducing your tax burden can help you manage your wealth and free up money to meet your financial goals and build your legacy. Your financial advisor is one
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Liz Whitteberry | Feb 28, 2023

3 Tips for Evaluating Portfolio Performance

Investments
performance
There are several ways to determine how well your investments are doing. Here are three things to bear in mind for putting gains and losses in your portfolio
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Liz Whitteberry | Feb 23, 2023

5 Tips for Managing a Sudden Financial Windfall

financial planning
financial advice
Regardless of how you receive your newfound money, it’s important to be prepared to handle it properly. Here are 5 tips for making sure your newfound wealth
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Liz Whitteberry | Feb 21, 2023

How Does the New RMD Rule Affect Retirees?

Retirement Planning
Retirement
There’s good news for your retirement plan! Here is a brief introduction on what to expect from RMD policy changes, and how they may impact your retirement plan
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Liz Whitteberry | Feb 16, 2023

How the Right Advice Can Boost Financial Confidence

financial planning
Retirement Planning
financial advice
What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. In
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Liz Whitteberry | Feb 14, 2023

The Advantages of a Family Trust

Estate Planning
legacy
Family trusts are an important tool for managing wealth across multiple generations. They tend to be most appropriate for families with large estates or a
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105 Quail Run Street
Colleyville TX 76034

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Contact Info

Email: liz@bestpathadvisors.com
Phone: 817-849-1375
Fax: 817-581-4572

     

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA).  Best Path Advisors and JWC/JWCA are unaffiliated entities.  For a copy of JWC’s Form CRS, please visit HERE. For a copy of JWC’s Disclosure Supplement, please visit HERE. For a copy of JWCA’s Form CRS, please visit HERE. By following links, you consent to the receipt of the JWC and/or JWCA Form CRS electronically.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors. 

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