Educational and other Insightful Videos

Below, you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.

Traditional Brokers Vs. Fiduciaries

The wealth management industry is transitioning from traditional brokerage models toward the Registered Investment Advisor model. This new model offers fee-based money management through fiduciary capacity. This brief video illustrates how this subtle change eliminates conflicts of interest. It also helps to ensure you that Texas Retirement Solutions will provide you its best foot forward as you work together toward your retirement goals and objectives.

The Basics Of Fixed Indexed Annuities

One of the most misunderstood retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary advisor to help navigate this complex world of annuities is imperative. A fiduciary advisor helps determine if and which annuity might be best for you, and why our decisions provide you with peace of mind.

Questions to Help Evaluate Annuities

Due to the variety of annuities, along with numerous costs, benefits, and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option. This brief video will help give you clarity, insight, and understanding to make a more informed decision.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Texas Retirement Solutions and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Texas Retirement Solutions and Sound Income Strategies LLC are not associated entities.