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TRADITIONS WEALTH ADVISORS
  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
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2019 Texas A&M Soccer Schedule

9/30/2019

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Now hiring!

9/26/2019

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Traditions Wealth Advisors is now hiring accounting and financial analyst positions for the 2020-2021 school year (click links above for job descriptions).

Please check out these job descriptions and send us your resume and unofficial transcript to the careercenter.tamu.edu

Questions? Please contact:
Michael@TraditionsWealthAdvisors.com.

We will also be at the Financial Planning Career and Education Conference on October 24-25th with interview spaces still available on October 24th! 

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5 Easy Ways to Protect Your Digital Privacy TODAY!

9/22/2019

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It seems challenging to keep your personal data private with all of the bugs and breeches out there today. Almost monthly there is a new cyber threat or data breach in popular companies such as Facebook, Google, Marriott Hotels, and many other small scale attacks from hackers. There are quick and easy changes YOU can make right NOW to help protect your digital privacy.
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  1. Update your mobile devices and computers: Updates can fix bugs! One example is the recent patch that Apple created to keep others from eavesdropping on your Facetime conversations. 
  2. Use two-factor authentication: This is an extra security measure. When you login to your device or computer you don’t gain access to your accounts. The website you are trying to access such as a bank account, will ask you for a code that will be texted to your phone. If you would like to implement this type of authentication, search on the internet for what account you are wanting to set up a two-factor security ex: Search ‘Gmail 2FA’ or ‘Bank Name 2FA.’
  3. Freeze your credit: This strategy keeps unauthorized companies or hackers from opening a credit card or loan in your name. The one problem is that if you decide to work with a new company such as opening a new credit card, you will need to lift the credit freeze in order for the credit card company to do a credit check. You should also freeze your child’s credit too as this could go undetected for many years until your child is old enough to apply for his/her own credit card or car loan. Thanks to a new law passed in 2018, freezing your credit with the three main credit reporting bureaus is FREE! 
  4. Install a password manager: Find it difficult to remember all of your passwords? Do you want to store all of your passwords somewhere secure? A password manager is like a virtual vault to store all of your passwords and logins so that you only have to remember one simple password to login to the password manager. There are many password manager companies out there, but a couple of popular companies that are free or inexpensive are Dashlane, 1Password, KeePass, and LastPass.
  5. Make privacy a priority: When you set up a new device or internet service, make sure your settings have high privacy. Turn off location services on devices. Check your apps too! Do the settings for the apps need your microphone on? Does it need access to your location? To your contacts? Make sure all of these are turned off. Further, don’t be shy in letting companies know that you are concerned about getting your information stolen and how can they help make your personal data private. 

Whether you are on your phone or your laptop, you can leave a digital trail of the sites you have visited. Use these strategies above to help keep your personal data private. If you have further questions about these tips, please reach out to Traditions Wealth Advisors, 979-694-9100, or Brien@TraditionsWealthAdvisors.com

Source: St. John, Allen. 11 February, 2019. https://www.consumerreports.org/privacy/ways-to-protect-digital-privacy/

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Get to know our financial analyst intern, Jacob!

9/19/2019

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Jacob Carroll ‘20
Financial Analyst Intern

 
Jacob Carroll is a senior finance major from El Paso, Texas. At Traditions Wealth Advisors, Jacob is helping determine the firm’s approach to asset allocation and assists with overall investment committee agenda. Along with determining asset allocation, Jacob conducts in-depth market research on specific asset classes that are of interest to the investment committee and Brien. Jacob seeks to assist the firm in developing a comprehensive and efficient way to best service clients.
 
This past summer, Jacob worked with Pacific Investment Management Company (PIMCO), where he gained extensive investment and market knowledge. Through his involvement with Titans of Investing and business honors, Jacob brings a diversified financial experience to the team.
 
With his free time, Jacob enjoys spending time with his roommates, friends and fraternity brothers. Jacob attends Grace Southwood and enjoys deepening his relationship with Christ. Additionally, he loves his moped and playing sports. 

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Meet Madison!

9/19/2019

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Madison Flores ‘20
Financial Analyst Intern

As one of the financial analyst interns for Traditions Wealth Advisors, Madison does various research with a focus on the U.S. and foreign economies. She delivers concentrated research on the federal reserve’s monetary policy alongside current macroeconomic conditions and what they mean for Brien and his client’s portfolios. She loves trends and qualitative research and finding out why a certain event is affecting the market and what it could mean for the future.
 
Madison is a senior at Texas A&M and pursuing a bachelor’s degree in finance with a minor in economics. She will be graduating in May 2020. After graduation Madison plans to move to Houston and find an opportunity to broaden her skill set with a keen interest in consulting.
 
Outside of school and her work at Traditions Wealth Advisors, Madison is the treasurer of a Texas A&M student health and wellness organization called CHAARG standing for “Changing Health Actions and Attitudes to Recreate Girls.” She is also an active member of Aggie Women in Business, an organization that has helped her build her professional voice and network with individuals in the industries she is interested in. Besides her organizations, you can find her outside, working out, cooking or enjoying time with her friends. 

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TRADITIONS WEALTH ADVISORS
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College Station, TX 77845
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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact