Recent News

Climbing the CD Ladder

June 30, 2023

If you’re looking for a savings strategy that offers decent interest rates while still ensuring that you have funds available on short notice, CD laddering may be the solution. A CD (Certificate of Deposit) ladder is an arrangement of multiple medium- or long-term CDs with staggered maturation dates, which lets you take advantage of the higher …

Keeping the "Free" in Credit Freeze

June 21, 2023

On June 14th, the Louisiana Office of Motor Vehicles (OMV) announced a data breach exposing personal information of Louisiana residents with a driver’s license, ID, or car registration. To protect yourself from potential identity theft, you should consider freezing your credit. Credit freezes are an important tool to prevent fraud and identity …

Beware: Scams Impersonating Your “Bank”

May 22, 2023

Please be aware that scammers may use several methods to try to steal your personal info. Text scams impersonating your bank: You receive a text that appears to be from your credit card issuer or bank informing you of a problem, and you are asked to click on a link or provide personal information to resolve it. However, it’s not from Gulf …

Wedding Season Dos and Don'ts

April 4, 2023

It’s wedding season in New Orleans, which means second lines on Bourbon Street, sentimental toasts and lots of great food and music. For many, it can also mean financial stress. If you are a wedding guest this year, be considerate. Show up on time, RSVP, follow the dress code and send a gift. For the best wedding gifts, stick to the registry or …

Living Below Your Means

April 4, 2023

My wife and I recently spent the weekend with my first business partner and his wife in Bentonville, Arkansas. We have been friends for over half a century. The real estate development business that we started in Atlanta when we graduated from college was the foundation for all of our subsequent investments. The experience that we gained as small …