Briggs, Lancaster & Siebert Wealth Management Advisors, LLC.

 

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Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory services offered through 1st Global Advisors, Inc. We have advisors licensed to offer securities in various states; please contact us directly to discuss a particular state that you reside in. This is not an offer to sell securities in any other state or jurisdiction.
 
Briggs, Lancaster & Siebert Wealth Management Advisors, LLC
3510 Ave. I Rosenberg, TX. 77471
281-342-3694
 

 
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Retirement Plan Early Distribution

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Newsletters

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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