The potential risk of Fraudsters, Scammers can be all around us

By Shelley Bolek, Senior Client Associate, April 2019

One resource to check out is the Federal Trade Commission (FTC) website  This website is designed to help educate the public with videos and tips on a wide variety of topics such as Identity Theft, computer hacking, robocalls and much more.

MDT is here to help as well.  If you believe you are a victim of a scam, fraud or something just doesn’t seem right to you, give us a call.  We will do our best to help.

Estate Planning Essentials

Published by: Dante Milansi, Client Associate, March 2019

If you’ve been dragging your feet when it comes to estate planning, you aren’t alone. According to a 2017 survey by*, nearly six out of 10 American adults lack even basic estate-planning documents. Even if you’ve put some documents together, are you sure you have what you need? ....Read More

Cyber Security Dinner

Published by Chad Taylor, Managing Partner, February 2019

Last night, at South Shore Harbour County Club, we hosted a very insightful presentation with FBI Computer Scientist, James Morrison, on the topic of Cybersecurity. We’d like to thank everyone who joined us and Computer Scientist Morrison, once again, for sharing techniques and strategies for the every day threats we’re facing in this digital era.

New Year's Resolutions

Published by Larry Denson, Managing Partner, January 2019

If we’re being honest, the holiday season can be exhausting. It can be full of fun and parties and wonderful times, but for many of us, the season is also a chronic state of busy....READ MORE

Beginning of Year Outlook Lunch

Published by Daniel Guillory, Business Development Advisor, December 2018

Be sure to mark your calendars for our first of many events in 2019. Our Beginning of the Year Outlook lunch at Landry’s on the Kemah Boardwalk January 30th at 11:30 AM. We’ll be sure to explain this season’s volatility as well as our view for the upcoming year. Be sure to give us a call to save your seats!

The Story Behind the Song: O Holy Night

Published by Brittany Hill, Client Associate, December 2018

Christmas Eve, 1906.  It was a cold winter’s night. Countless ships bobbed up and down on the icy sea, crewed by weary sailors stationed far away from their families......Read More

2019 Outlook: The End of Easy

Published by Chad Taylor, Managing Partner, December 2018

Can investors find opportunities in the latter stages of an economic expansion? Wells Fargo Investment Institute strategists share ideas in the 2019 Outlook report.  The report is titled, 2019 Outlook: The End of Easy.......READ MORE 

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 Partner, September 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!!