Tag: William Chau

Building Financial Wellness

“The ability to meet all financial needs, today and over time; feel secure in the financial future; absorb a financial shock; and have the financial freedom to make choices to

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William’s Reflection: The Peer Money Mentor Program

Before the pandemic, there were a dozen of us all seated in a circular arrangement within one of the compact meeting rooms at Highland. The topic of the day was

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Winter Storm Recovery

Snow in Texas. When Snow Storm Uri hit Texas mid February, that week was like a moment in the Twilight Zone. It was all fun and games at first. After

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How To Use Your Tax Refund

$3,000, $30,000, $1,000,000 and even $11,000,000 have been made (the last one is alleged) by individuals investing in GameStop. It’s all pretty glamorous. But while these investors will be facing

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William’s Take on “Pressure Creates Diamonds” a Money Management Talk

Hey guys, I recently attended a webinar featuring Patriots linebacker Brandon Copeland and CFPB Director Kathy Kraninger and their talk about finances during the Coronavirus pandemic. Brandon Copeland is definitely

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Will’s Review of the Wall Street Journal Workshop, “Managing Your Money in a Crisis”

Hey guys, I had the privilege of being able to attend a workshop hosted by the Wall Street Journal featuring The Finance Bar’s Marsha Barnes. The topic of discussion was

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Credit: For College Students, It’s a Hot Topic

Did you know that your credit score and your credit report are two different things? According to Investopedia, your credit score is a statistical number that evaluates a consumer’s creditworthiness

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Finally, the Blog on Investing

Our last Peer Money Mentor meeting was a bus load of valuable information. We had a Chartered Financial Analyst (CFA) come in and talk with us about investing. We’re going

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Finally, the Blog on Investing

Our last Peer Money Mentor meeting was a bus load of valuable information. We had a Chartered Financial Analyst (CFA) come in and talk with us about investing. We’re going

Continue Reading

Where’s The Cash At?

Come one, come all, and let’s whip out our excel spreadsheets, calculators, bank statements, pen, and paper. We’re talking about budgeting. What are the two main components to budgeting? Income and

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