Covell Financial News
The Market in Election Years
Welcome to 2012, an “election year”! Be prepared to read up on how… [more]
Buffett must read our Prosperity Report
I don't like to recommend stocks, but in the October 26 edition of our… [more]
Retirement in Louisiana
As you may know, we have been very successful over the last dozen years… [more]
Your Biggest Financial Regret
When we interview new clients, we ask them what investments they have that… [more]
The Prosperity Wheel
When I decided to become a Registered Investment Advisor in addition to… [more]
Recent Articles
The Market in Election Years
Welcome to 2012, an “election year”! Be prepared to read up on how this should be a good year for the stock market. But will it? Historically, election years tend to be pretty good for the … [Read More...]
Create your own pension
Very few people are aware of the attractive provisions of IRS-approved 412(i) plans. Never heard of a 412(i)? That is because only experts in the field of income and asset planning know how to use … [Read More...]
The biggest fear of retirement
Of course, everyone knows the biggest fear that retirees have: dying broke. According to the accounting firm of Ernst & Young and the Center for Retirement Research at Boston College, a household … [Read More...]
How can anyone guarantee lifetime income?
There are only two places you can go in the United States to get income that is guaranteed to be payable for your lifetime. One is Social Security provided by the U.S. government, and the other is … [Read More...]
Our favorite cartoon
We have been in the same location in Baton Rouge for over 20 years.
