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MDT Blog

MDT Financial Advisors Host Client Event At Apple Store

Published by Candace McCormack, Financial Advisor, October 2018

MDT Financial Advisors hosted a client event at the Apple Store at Baybrook Mall. The Creative Pros at Apple led us on a photo walk in the outdoor expansion area of the mall. During this photo walk the Creatives taught us new tips and tricks to enhance the use of the camera on our iPhones. A few of the features we experienced were the use of Slo-Mo, Time-Lapse, Panoramic, and Bursts. A great time was had by all and we’re looking forward to more events with our friends at Apple.


Wells Fargo Advisors Finet Forum

Published by Larry Denson, Managing Partner, October 2018

MDT Financial Advisors’ Chad Taylor, Doug Dooley, Candace McCormack and Larry Denson recently traveled to St. Louis to The Wells Fargo Finet Forum, a three-day educational and professional-development program packed with unique information and workshops for independent Financial Advisors. The Forum highlights industry best practices aimed at helping FAs advise their clients more effectively and strengthen existing relationships. 


John Denson Accepted to Mays Business School, Texas A&M

Published by Chad Taylor, Managing PartnerSeptember 2018

MDT Financial Advisors would like to congratulate John Denson for being accepted into the Mays Business School of Texas A&M University.  John is the son of Managing Partner, Larry Denson.  John has worked hard and we are excited for his future.  Congrats John!! 


National Preparedness Month

Published by Brittany Hill, Client Associate, September 2018

As the country reflects on the anniversary of 9/11, I’m reminded of the emotional images of those all across our country whose lives were forever changed that day.... Read More


Managing Investments In An Uncertain World

Published by Daniel Guillory, Client Associate, September 2018

Too many times in this business do we hear "What if the market crashes and never comes back up?"  or "What if I don't live that long?"  These questions are very valid and overall relate to the bigger and better question, "How can I be prepared when we are uncertain of the future?"  Please read the article by Wells Fargo Investment Institute to further explain how to obtain long-term financial goals in an uncertain world......Read More


 

Are You Prepared To Handle A Personal Financial Crisis?

Published by Dante Milanesi, Client Associate, September 2018

Individuals who are married or in a committed relationship face the possibility they'll end up managing finances alone at some point in their lives......Read More


Press Release: "Certified Divorce Financial Analyst" Designation

Published by Chad Taylor, Managing PartnerAugust 2018

Recently Candace McCormack earned and was awarded the Certified Divorce Financial Analyst, CDFA®, designation through the Institute for Diverorce Financial Analyst....Read More


Press Release: "Premier Advisors"

Published by Brittany Thurman, Client AssociateAugust 2018

Larry W. Denson and Chad E. Taylor again achieve Wells Fargo Advisors Financial Network's "Premier Advisors" Designation....Read More


Event: Six Steps To Help Secure Your Retirement

Published by Candace McCormack, Financial AdvisorJuly 2018

Please join us for a presentation on Six Steps To Help Secure Your Retirement.  The presentation will be Tuesday,  August 14, 2018 at 6:00 pm. To RSVP go to the Events page and click Enrol Now.  For more information about the presentation click...MORE INFORMATION


EVENT: MDT Annual Holiday Social

Published by Brittany Thurman, Client AssociateJuly 2018

Please save the date for the MDT Annual Holiday Social.  This year the date of the Social will be December 12, 2018 at Landry's Seafood on the Kemah Boardwalk.


MDT Quotes

Published by Brittany Thurman, Client Associate, March 2018


Video: 2017 MDT Happy Holidays

Published by Larry Denson, Managing PartnerDecember 2017

Happy Holidays and Happy New Year from MDT Financial Advisors.  To view holiday video click Holiday Greetings Video.  


Video: Change in Weather and Portfolios

Published by Brittany Thurman, Client AssociateDecember 2017

We added a new video to our Quick Takes Videos..... Watch it Now


EVENT: MDT Annual Holiday Social

Published by Brittany Thurman, Client AssociateNovember 2017

Please join us for the Annual Holiday Social on December 6, 2017....More Information


MDT Quotes

Published by Brittany Thurman, Client Associate, November 2017

From MDT Video:  A Cup Of Coffee And A Second Opinion


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerOctober 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes...Read Report


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateOctober 2017

Do you have a October, November or December Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch at the Flying Dutchman in Kemah.  Enroll Now


Event: Strategies for Social Security

Published by Candace McCormack, Financial AdvisorOctober 2017

Please join us for a presentation on Strategies for Social Security.  The presentation will be Monday, October 23 at 6:00 pm. To RSVP go to the Events page and click Enrol Now.  For more information about the presentation click...MORE INFORMATION


MDT Quotes

Published by Brittany Thurman, Client Associate, September 2017

From MDT Video:  35 Ways MDT Can Help You With Goals

 

Doug Dooley Family at Texas Longhorn Football Game

Published by Brittany Hill, Client Associate, September 2017

Pictures: Managing Partner, Doug Dooley, Gina Dooley, Camryn Dooley and Wes Dooley.  Doug and Gina spent Saturday cheering on the Longhorns as well as watching Camyrn on the Texas Pom Squad and Wes on the Texas Cowboys.  

     

 

35 Ways MDT Financial Advisors Can Help You Work Toward Your Goals

Published by Chad Taylor, Managing Partner, September 2017

Here is a list of 35 ways that we here at MDT Financial Advisors help you work toward your goals....Read More


MDT Quotes

Published by Brittany Thurman, Client Associate, September 2017

From MDT Video:  Retirement Resolutions #3:  Start Thinking About Where Your Income Will Come From In Retirement


MDT Quotes

Published by Brittany Thurman, Client Associate, August 2017

From MDT Video: Retirement Resolution #2:  Make a List


MDT Quotes

Published by Brittany Thurman, Client Associate, August 2017

From MDT Video:  Retirement Resolutions #1:  Getting To Know Your 401k


EVENT: Quarterly Birthday Lunch

Published by Candace McCormack, Financial AdvisorsAugust 2017

Thank you to everyone who joined us for the Quarterly Client Birthday Party.  We had a great time celebrating our clients while enjoying lunch at the Kemah Boardwalk


MDT Quotes

Published by Brittany Thurman, Client Associate, August 2017

From MDT Video:  Retirement Beyond Finances


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateAugust 2017

Do you have a July, August, and September Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch at the Flying Dutchman in Kemah.


MDT Quotes

Published by Brittany Thurman, Client Associate, August 2017

From MDT Video:  Changing Jobs: 4 Options For Your Retirement Savings Plan


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerAugust 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes....Read More


MDT Quotes

Published by Brittany Thurman, Client Associate, July 2017

 

From MDT Video:  How Much Money Will I Need In Retirement


MDT Quotes

Published by Brittany Thurman, Client Associate, July 2017

Watch:  Larry Denson, Managing Partner discuss "Test Your Ideas"


Wells Fargo Advisors Financial Network's "Premier Advisors" Designation

Published by Brittany Thurman, Client AssociateJuly 2017

Larry Denson and Chad Taylor acheive Wells Fargo Advisors Financial Network's "Premier Advisor" Designation...Read More


Video: MDT Videos

Published by Brittany Thurman, Client Associate, July 2017

Watch Financial Advisor, Candace McCormack, discuss "Chaning Jobs: 4 Options for Your Retirement Plan Savings:...Watch Now


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerJune 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes....Read More


2017 Midyear Outlook: Seize the Opportunities

Published by Doug Dooley, Managing Partner, June 2017

One truism of investing is that uncertainties are always with us, but successful investing is built on the premise that uncertainty can create opportunity.  That's how we are looking at the midpoint of 2017.....:  click here to: Digital Brochure


Video: MDT Videos

Published by Brittany Thurman, Client AssociateJune 2017

We have been adding new video content to the MDT website.  Please check back often for new videos...Go to Videos


Event: Strategies for Social Security

Published by Candace McCormack, Financial AdvisorMay 2017

Please join us for a presentation on Strategies for Social Security.  The presentation will be Money, June 12 at 6:00 pm. To RSVP go to the Events page and click Enrol Now.  For more information about the presentation click....Read More


Video: MDT Videos

Published by Brittany Thurman, Client AssociateMay 2017

Watch Managing Partner, Chad Taylor, discuss "How Much Money Will I Need In Retirement....Watch Now


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerApril 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes..Read More

 

 


Barron's Magazine Top Advisory Teams Summit

Published by Brittany Thurman, Client AssociateFebruary 2017

Larry Denson and Chad Taylor were selected by Wells Fargo Advisors Finet to attend the 7th annual Barron's Top Advisor Teams Summit....Read More


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerFebruary 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes..Read More


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing Partner, February 2017

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes..Read More


PRE-RETIREMENT:    Withdrawal Strategies for Your Retirement Savings

Published by Candace McCormack, Financial Advisors,  January 2017

Retirement represents a shift from depending upon income from work to accessing other income sources such as Social Security, pensions, annuities, savings, and investments........Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateJanuary 2017

Do you have a January, February, and March Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch.....Read More


Event: 2017 Outlook: "Seeing Things Differently

Published by Doug Dooley, Managing PartnerJanuary 2017

The last few years have, for the most part, been good for investors - especially those holding stocks of large U.S. companies.  But with the economic recovery heading towards its eighth anniversary in 2017 and a government in transition, investors may have questions about the year ahead, such as........Read More


Retirement Vision Hour

Published by Candace McCormack, Financial AdvisorJanuary 2017

One of the main questions people have when it comes to retirement planning is, "will I be financially secure enough to retire when I want with the money I need?"  Do you ask yourself the same question?......Read More


Video: 2016 MDT Happy Holidays

Published by Larry Denson, Managing PartnerDecember 2016

Happy Holidays and Happy New Year from MDT Financial Advisors.  


 


2017 Outlook: Seeing Things Differently

Published by Doug Dooley, Managing Partner, December 2016

2016 was punctuated by several short bursts of volatility and quick reversals.  Early in the year, global financial and commodity markets pulled back on worries about four potential Federal Reserve.....:  click here to: Read Report or Digital Brochure


Video: Why I Love My Job

Published by Larry Denson, Managing PartnerNovember 2016

Recently we attended the Wells Fargo Finet Forum meeting in St Louis.  In one workshops a video was shown that we would like to share.  The video talks about many of the joys of working as a Financial Advisor.....Watch Now


MDT News: Finet Forum Meeting

Published by Brittany Thurman, Client AssociateNovember 2016

For the latest information/updates about MDT Financial Advisors please click here..... Read More


EVENT: MDT Annual Holiday Social

Published by Brittany Thurman, Client AssociateNovember 2016

Please join us for the Annual Holiday Social on December 7, 2016....Read More


Understanding retirement income challenges

Published by Larry W. Denson, Managing PartnerOctober 2016

Retirement can bring significant changes to both your lifestyle and finances.  It represents a time when you may no longer be working, or at least working less, and when your income will likely come from various sources...Read More


Life Expectancy and retirement

Published by Candace McCormack, Financial AdvisorOctober 2016

Although most Americans now expect to live longer than previous generations, that understanding has made little impact on their retirement planning......Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateOctober 2016

Do you have a October, November, and December Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch....Read More


Strategies for Social Security

Published by Candace McCormack, Financial AdvisorSeptember 2016

Please join us for a presentation on Strategies for Social Security.  The presentation will be Tuesday, November 1 at 6:00 pm. To RSVP go to the Events page and click Enrol Now.  For more information about the presentation click....Read More


PRE-RETIREMENT: Watch Out for the Media

Published by Chad Taylor, Managing Partner, September 2016

Sometimes people ask me, “What should I watch out for when it comes to preparing for retirement?”  I think they usually expect me to tell them about a specific stock to avoid or something like that.  But my answer is far different.....Read More 
 


Retirement Vision Hour

Published by Candace McCormack, Financial AdvisorAugust 2016

One of the main questions people have when it comes to retirement planning is, "will I be financially secure enough to retire when I want with the money I need?"  Do you ask yourself the same question?......Read More


PRE-RETIREMENT:  Travel Tips

Published by Chad E Taylor, Managing Partner,  August 2016

For those of us who love to travel there are typically two major obstacles to overcome:  money and time.  The issue of time becomes less of an issue once we retire; money however, doesn't...Read More


Midyear Outlook Meeting Recap

Published by Brittany Thurman, Client AssociateJuly 2016

On Wednesday July 6, we had our 2016 Midyear Outlook: Eyes on the Horizon at the Hilton Clear Lake Hotel......Read More 


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateJuly 2016

Do you have a July, August, and September Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch....Read More 


Retirement Vision Hour

Published by Candace McCormack, Financial Advisor, July 2016

One of the main questions people have when it comes to retirement planning is, "will I be financially secure enough to retire when I want with the money I need?"  Do you ask yourself the same question?...... Read More


Retirement Vision Hour

Published by Candace McCormack, Financial AdvisorJune 2016

One of the main questions people have when it comes to retirement planning is, "will I be financially secure enough to retire when I want with the money I need?"  Do you ask yourself the same question?......Read More


 

Gulf Coast Gardening Newsletter

Published by Chad Taylor, Managing PartnerJune 2016

Here at MDT Financial Advisors we are all about helping our clients grow their green. Most of the time that means money but thanks to our friend, Linda Steber, this time it means your gardening.  Linda is the Newsletter Editor for the Galveston County Master Gardeners and sent us a link to their latest Newsletter....Read More


Where In The World Are DD and Daro

Published by Brittany Thurman, Client AssociateJune 2016

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes...Read More


Global Macro Strategy Report

Published by Chad E Taylor, Managing Partner, May 26, 2016

The party primaries have produced presumptive nominees, and the parties are shifting to a general election focus...Read More


 

EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client Associate, May 2016

Do you have a April, May, and June Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch....Read More


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerMay 2016

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes...Read More


Wells Fargo Advisors Financial Network's "Premier Advisors" Designation

Published by Brittany Thurman, Client AssociateApril 2016

Larry Denson and Chad Taylor acheive Wells Fargo Advisors Financial Network's "Premier Advisor" Designation....Read More


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerApril 2016

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes.... Read More


March 31 Market Insights & Outlook Conference Call

Published by Brittany Thurman, Client Associate,  March, 2016

You're invited to attend our Market Insights & Outlook Conference Call scheduled for March 31, 2016 at 3:15 p.m. Central.....Read More


PRE-RETIREMENT:  Spring Cleaning

Published by Chad E Taylor, Managing Partner,  March 2016

Spring is in the air, and that means it's time for Spring Cleaning.  But wait! Before you pick up the dust pan, give a thought to your financial spring cleaning first...Read More


Where In The World Are DD and Daro

Published by Brittany Thurman, Client AssociateFebruary 2016

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes.. Read More


Barron's Magazine Top Advisory Teams Summit

Published by Brittany Thurman, Client AssociateFebruary 2016

Larry Denson and Chad Taylor were selected by Wells Fargo Advisors Finet to attend the 6th annual Barron's Top Advisor Teams Summit.....Read More


Strategy Update: 2016 Target Changes

Published by Candace McCormack, February 2016

Recently weaker global economic activity and falling oil prices may need several more months to resolve, but we still foresee modest economic growth and gradual normalization in inflation around most of the globe this year... Read More


PRE-RETIREMENT:  Don't Be A Victim

Published by Chad E Taylor, Managing Partner,  February 2016

Many things have changed over the last couple of decades; some things for the better, others for the worse.  Credit and debit cards have made it easier to pay for your purchases, but they've also made it......Read More


Perspective on Market Volatility

Published by Larry W Denson, Managing PartnerFebruary, 2016

10 Ways to look at the recent markets from the Wells Fargo Advisors Quality Team.  Read More


Global Macro Strategy Report

Published by Candace Rudy, Financial AdvisorJanuary 19, 2016

The market sell-off and sentiment change resulting from a confluence of global events during the first two weeks of this year have been swift and sharp.  While there may be temptation to flee markets, history has shown that rebounds can be as swift as sell-offs.  ........Read More


Global Investment Strategy Report

Published by Larry W Denson, Managing PartnerJanuary 07, 2016

Market Volatility Again:  Act But Don't Overreact.  Why have the global markets started the year weak?  Read More


January 6 Market Insights & Outlook Conference Call

Published by Larry W Denson, Managing PartnerJanuary 4, 2016

You're invited to attend our Market Insights & Outlook Conference Call scheduled for January 6th at 3:15 p.m. Central.  Read More


Where In The World Are DD and Daro

Published by Chad E Taylor, Managing PartnerDecember 2015

Where In The World Are DD and Daro is a new travel blog written by Diane Taylor. This travel blog chronicles the travels of Diane and Darrell Taylor, affectionately known as DD and Daro by their grandchildren.  They have traveled extensively since they retired 5 years ago and plan to do so for the forseeable future.  We asked if we could post their wonderful stories and were lucky they said yes.... Read More


Global Investment Strategy Report

Published by Larry W Denson, Managing PartnerDecember 21, 2015

Waiting....Waiting for signs, that's what many investors have been doing all year.  Here in the U.S., investors have been waiting for U.S. economic growth to improve, waiting for the Fed to initiate the first interest-rate increase....Read More


2016 Outlook: Navigating Risk in a Year of Change

Published by Doug Dooley, Managing Partner, December 2015

Unenven growth across regions means investors will need to be selective in choosing investments, particularly international assets.  


EVENT: MDT Annual Holiday Social

Published by Brittany Thurman, Client AssociateNovember 2015

Please join us for the Annual Holiday Social on December 10, 2015....Read More


Do you need to update your estate plan?

Published by Candace Rudy, Financial AdvisorNovember, 2015

Is it time to update your estate plan?  This checklist provides examples of lif events that could lead you to review or change your estate planning documents and/or beneficiary designations.....Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateOctober 2015

Do you have a October, November, and December Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch....Read More


Global Investment Strategy Report

Published by Larry W Denson, Managing PartnerOctober 5, 2015

As we approach the end of 2015, market participants continue to weigh the impact of a potential Fed interest-rate increase later this year and slower growth in certain emerging economies, including China.....Read More


PRE-RETIREMENT:  Income and Expenses

Published by Chad E Taylor, Managing Partner,  September 2015

There are a lot of factors to consider when it comes to retiring successfully. But there are two, in particular, that should be near the top of every list: Income and Expenses....Read More


Global Macro Strategy Report

Published by Candace Rudy, Financial AdvisorSeptember 1, 2015

Many investors are worried that the recent pullback in global equities and the uncertainty around Chinese economic growth and policy will affect U.S economic growth negatively.....Read More


Global Investment Strategy Report

Published by Larry W Denson, Managing PartnerAugust 31, 2015

Investors frequently tell us that they want to buy the dips in the stock market-and with good reason.  In the chart below, we see that at some point during each of the last 35 years, the S&P 500 Index has experienced a negative return....Read More


Six Strategies for weathering market volatility

Published by Chad E Taylor, Managing PartnerAugust 28, 2015

Whenever there's market volatility, investors naturally become concerned about what they should do to help protect their portfolios.  Although there are some strategies that are particularly suited to down markets, financial experts will tell you.......Read More


Global Investment Strategy Report

Published by Candace Rudy, Financial AdvisorAugust 24, 2015

After sharp selling in global equity and commodity markets during the past few days, we wish to address some of the most frequent questions we have received from investors. Our answers to these questions.......Read More


Global Equity Strategy Report

Published by Chad E Taylor, Managing PartnerAugust 21, 2015

As market volatility has increased meaningfully over the last handful of trading days, we wanted to provide a few talking points outlining our thoughts on the equity market.......Read More


PRE-RETIREMENT:  How to Monetize Your Heirlooms

Published by Candace Rudy, Financial Advisor,  August 2015

What you consider an heirloom might not be to younger generations.  Have your adult children already started asking you what you are going to do with all your "stuff" when you retire?  Years of furniture.....Read More


PRE-RETIREMENT:  Phased Retirement Part 2

Published by Chad E Taylor, Managing Partner,  July 2015

Last month I introduced you to a growing trend known as Phased Retirement.  As you probably remember, Phased Retirement is the process of retiring gradually, in stages, rather than all at once..... Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateJuly 2015

Do you have a July, August, and September Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch....Read More


July is for dreamers

Published by Chad E Taylor, Managing PartnerJuly 2015

Did you know that July is a month for dreamers?  Some of the greatest and grandest dreamers in history were either born in or saw their greatest successes come in July, and their stories continue to amaze and inspire event today.....Read More


Global Macro Strategy Report

Published by Larry W. Denson, Managing PartnerJuly 2015

Greece Moves Closer to a New Currency.  What happened and what it means.  On July 5, Greek voters rejected their creditors' proposed economic reforms, choosing instead to forego the cash that Athens needs almost immediately.....Read More


2015 Midyear Outlook

Published by Doug Dooley, Managing PartnerJune 2015

We continue to believe the global economy will improve in 2015, but mainly in the year's second half, which may bring broader global economic improvement within the U.S and internationally.....Read More


PRE-RETIREMENT:  Phased Retirement Part I

Published by Chad E Taylor, Managing Partner,  June 2015

Have you ever thought about when to retire?  Or ever wondered whether you have to stop working all at onece?  If so, you are not alone..... Read More


Global Fixed Income Strategy Report

Published by Larry W. Denson, Managing PartnerJune 2015

As the Federal Open Market Committee (FOMC) meets next week, investors will focus on statements from Federal Reserve (Fed) Chair Yellen regarding the timing of the Fed's first interest-rate increase.....Read More


Memorial Day 2015

Published by Chad E Taylor, Managing PartnerMay 2015

As you know, Memorial Day is a time for us to remember the men women who died while serving in the military.  But it's more than that.  It's a time for us to reflect on words like heroism, sacrifice, bravery, and commitment.....Read More


PRE-RETIREMENT: Where is the Best Place to Retire?

Published by Candace Rudy, Financial Advisor,  May 2015

It all depends on you.  Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations fo Americans... Read More


EVENT: Meet us on the green!

Published by Brittany Thurman, Client Associate, May 2015

MDT Financial Advisors, LLC will be hosting a Chipping & Putting Clinic.....Read More


MDT Financial Advisors, LLC joins BAHEP

Published by Candace Rudy, Financial AdvisorApril 2015

The Bay Area Houston Economic Partnership extends a warm welcome to new member MDT Financial Advisors, LLC.....Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateApril 2015

Do you have a April, May or June Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch.  Read More


How to Protect Yourself-and Your Money-From Hackers

Published by Chad Taylor, Managing PartnerApril 2015

It seems that we have become more vulnerable than ever to hackers to steal millions of debit and credit card numbers and other information quite easily....Read More


PRE-RETIREMENT: Five Ways to Get the Most Out of Your      401(k) Portfolio

Published by Chad Taylor, Managing PartnerMarch 2015

As a financial advisor people often ask me, "How can I get the most out of my 401(k) before I retire?"  The answer: try minimize taxes while maximizing your returens.  Buy how?....Read More


EVENT: Building Your Child's Education Fund

Published by Candace Rudy, Associate Financial Advisor,  March 2015

Many parents have questions specifically about education planning and where they should start.  Making decisions to obtain financial goals can be overwhelming. Read More


The Wonderful World of Disney

Published by Chad Taylor, Managing PartnerMarch 2015

This year will mark the 60th anniversary of Disneyland's grand opening.  The date it opened was July 17, 1955.  Read More


EVENT: Quarterly Birthday Lunch

Published by Brittany Thurman, Client AssociateFebruary 2015

Do you have a January, February or March Birthday?  If so, join us for the MDT Financial Advisors Quarterly Birthday Lunch.  Read More


Global Investment Strategy Report

Published by Larry W. Denson, Managing Partner, February 2015

The first month of 2015 is now in the books, and the equity market ended the same way it began, with rising volatiltiy and falling domestic equity prices... Read More


PRE-RETIREMENT: The Greatest Achiever

Published by Chad Taylor, Managinging Partner, January 2015

I was thinking about goals and New Year's resolutions when I came upon the story of John Goddard—an adventurer, lecturer, and perhaps “the world's greatest goal achiever.”...Read More


EVENT: Economic and Market Outlook, Bay Oaks Country Club

Published by Candace Rudy, Associate Financial Advisor, January 2015

With the stock market having reached record highs in 2014 and many experts forcasting increasing interest rates in 2015.....Read More


PRE-RETIREMENT: Invent Your Own Retirement

Published by Candace Rudy, Associate Financial Advisor, January 2015

Most of us pride ourselves in being resourceful, resilient, and self-reliant.  Whatever challenges come our way, we typically take them on with energy, resolve, and determination....Read More


PRE-RETIREMENT: The Six W's Of Retirement

Published by Chad E Taylor, Managing Partner, October 2014

Sometimes people tell me, “I know I need to start planning for retirement, but I don't know where to start!”  In response, I usually say that before you do anything else, stop to ask yourself …Read More


PRE-RETIREMENT: Bucket List

Published by Chad E Taylor, Managing Partner, September 2014

When it comes to retirement, here's the first thing we like to tell our clients:

“If you want to work for the rest of your life, that's your business.  If you don't, that's ours.”

When it comes to retirement, here's the second thing we like to tell our clients: Read More


PRE-RETIREMENT: Plan for Health Cost

Published by Chad E Taylor, Managing Partner, July 2014

What is retirement?  Is it a chance for you to travel the world, play with the grandkids, take up that hobby you have been putting off, or just relax and read a book?  Yes, retirement can be all these things and more.  Unfortunately, your retirement years are also when your body starts to slow (and break) down. Read More


PRE-RETIREMENT: What's In a Phrase: Your Retirement

Published by Chad Taylor, Managing Partner, June 2014

There are certain phrases that have become so pervasive in our culture that we rarely stop to think about what they mean. Many of these sayings contain some very profound lessons that can apply directly to your retirement. Here are some of my favorites.  Read More


PRE-RETIREMENT: How much advice will I need?

Published by Chad Taylor, Managing Partner, January 2014

Most people only retire once. You don't get to practice. If you are going to make a mistake regarding whether you should have too much advice or too little, error on the side of too much!  Read More


Event-Retirement Vision Hour- June 2011

Press Release- Allen L Naugle Joins MDT Financial Advisors, LLC - May 2010

Press Release- MDT Financial Advisors, LLC Celebrates One Year Anniversary - January 2010

Event-MDT Financial Advisors, LLC Holiday Party- December 2009  

Press Release - MDT Financial Advisors, LLC Managing Partners speak at Due Diligence Meeting - November 2009

Past Event-Bulls, Bears & Beverages- October 2009

Press Release-  New Office Opens - March 2009

 

 

 

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