Ever since its founding in 1986, Briaud Financial Advisors has focused on educating families to help them make informed investment and retirement choices. Because of this philosophy, journalists and podcasters often seek comments from Briaud’s teams, including The New York Times, CNBC and Kiplinger.
How to Prepare Financially for the Death of a Spouse
Managing Partner Natalie Pine discusses what can happen if the surviving spouse were to receive too much money upon the death of a loved one.
Here’s how to handle the complicated rules for an inherited 401(k) or IRA
Lead Advisor Peggy Sherman talks about changes in withdrawing funds from an inherited 401(k) or IRA in this CNBC article.
Claiming Social Security early can impact your spousal benefits. Here’s how
Lead Advisor Peggy Sherman shares insights on claiming spousal benefits and the impact it will have if you claim early in this CNBC article.
The 10-Year Treasury Yield Just Hit Its Highest Level in More Than a Year
Matthew McKay, an investment analyst with Briaud, talks about the bond market and inflation in this Money.com article.
Ask Bob: Can I Transfer Money from My IRA to a Roth IRA?
Managing Partner Natalie Pine weighs in on whether a person can take money out of an IRA to fund a Roth IRA. (Requires a subscription.)
Claiming Social Security early? Here’s how spousal benefits come into play
Lead Advisor Peggy Sherman discusses Social Security's spousal benefits in this CNBC article.
Local financial experts explain GameStop stock market situation, best investment strategies
Investment Analyst Matthew McKay shares insights into the rapid rise of GameStop's stock
Here’s what happens with Social Security payments when someone dies
Lead Advisor Peggy Sherman discusses Social Security benefits in this CNBC article.
CD Rates are Low. Here’s How to Make the Most Out of Them
Managing Partner Natalie Pine shares thoughts on investing in CDs in this Bankrate article.
Teaching Kids Good Money Habits
Managing Partner Natalie Pine shares insights into teaching children the right “money message”
Managing Partner Natalie Pine speaks about when a Roth IRA makes sense
Matthew McKay, an Investment Analyst at Briaud, talks about how to guard against inflation
It’s not too late to start saving for retirement
Founder and Chief Investment Officer Janet Briaud talks about how spending impacts retirement
Roth Conversions A-Go-Go In 2020
Financial Planner John Bohnsack talks about why 2020 is a good year for Roth conversions
Should I still use the 60/40 investing rule for retirement?
Investment Analyst Matthew McKay shares insights in this MarketWatch article.
Briaud Financial Advisors named one of Investor.com’s Top Financial Advisor Firms in Texas
see our rating and learn more about Investor.com’s Trust Algorithm here.
Is It Possible to Put a Pre-CARES Act 2020 RMD Back into a Retirement Account?
Managing Partner Natalie Pine is featured in TheStreet.com’s Ask Bob column.
Should Parents Pay for Their Children’s College Education?
Managing Partner Natalie Pine offers an alternative to paying for a child’s tuition in this DollarSprout.com article.
How to Get Your Portfolio Off to a Good Start in 2020
Founder Janet Briaud shares some ideas in this US News & World Report piece.
Where Experts Think You Should Invest Your Money in 2020
Founder Janet Briaud is featured in this piece that appears in Yahoo!Finance.
This account might cause snags when you claim Social Security
Lead Advisor Peggy Sherman talks about HSAs in this CNBC piece.
How to Downsize Your Required Minimum Distributions
ohn Bohnsack talks about a strategy his father used to minimize the tax liability of his RMD in this Kiplinger article.
How to Invest: A Guide for Novice Investors
Managing Partner Natalie Pine is featured in LendingTree’s Magnify Money blog.
How gold could replace bonds as a portfolio diversifier
Founder Janet Briaud speaks to Investment News.
Live Well Without Running Out of Money in Retirement.
Our John Bohnsack is quoted in this Kipglinger Personal Finance piece posted by Yahoo! Finance.
Girl Scouts recognize community members’ service
and Briaud’s Natalie Pine is tapped as a 2019 Women of Distinction Rising Star in this piece from The Eagle
Here’s when unpaid debt can reduce your Social Security payments
Lead Advisor Peggy Sherman discusses how creditors might be able to tap into your Social Security benefits in this CNBC story
Advisers say go for the gold as the perfect hedge for trade-war fears
Founder and Chief Investment Officer Janet Briaud weighs in on the issue in this piece from Investment News
Advisers scramble to help retirees navigate looming Fed rate cut
Managing Partner Natalie Pine shares some insights in Investment News
Do the math before you pick the expensive school zone
John Bohnsack is featured in this Reuters story.
Here’s what part-time work means for retirees’ portfolios, Social Security and Medicare
CNBC
NAPFA Names 2019 Award Recipients
Financial Advisor
College Station financial adviser John Bohnsack honored
The Eagle
Debt, Bankruptcy and Student Loans
Listen to Natalie Pine speak about “Debt, Bankruptcy and Student Loans” (she starts around the 30-minute mark)
Financial advisors are more stressed out than their clients, study finds,
CNBC
Near retirement and have a health savings account? Beware of snags when claiming Social Security
CNBC
With planning down pat, (Registered Investment Advisors) learn their Ps and Qs,
Financial Planning
Shale oil boom sends investors back to risky MLPs for high income in time of low yields
CNBC
Interviews are always welcome
Briaud Financial Advisors has been featured in The New York Times, Wall Street Journal, CNBC, The Eagle and more.
For interview requests, general information and company logos, please contact us at marketing@briaud.com.