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Our Team
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Resources
Read about our top financial tips, our company, and what it's like to work for 49 Financial!
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First Comes Home, Then Comes Life Insurance?
March 11, 2022
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The People Have Spoken: 49 Financial Certified as a Great Place to Work-AGAIN!
December 13, 2021
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Road Hazards to Retirement
November 22, 2021
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Ready for your dream retirement?
November 12, 2021
Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.
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Portfolio Construction
November 5, 2021
How do we construct portfolios for our clients? It's simple. We take a systematic approach!
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What a Refrigerator Can Teach Us About Investing
September 30, 2021
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Portfolio Construction and the Butterfly Effect
September 23, 2021
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Is Diversification Really Necessary?
September 17, 2021
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Confessions on the Reality of Inflation in Today’s World
September 9, 2021
Has the topic of inflation caused concern for you? Let's talk more, so you can hear through the noise on this topic.
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What gold, silver, and bronze medals can teach about investing
August 26, 2021
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Breaking News: 49 Earns Spot on GPTW Fortune 2021 Best Small & Medium Workplaces List!
August 9, 2021
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‘This model can scale’: How a Texas RIA turns college grads into skilled advisors
June 24, 2021
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49 Financial Featured in Major News Outlet
June 9, 2021
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49 Financial makes “Best Workplaces in Financial Services and Insurance” List!
March 24, 2021
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49 Financial makes “Best Workplaces in Texas” List!
March 19, 2021
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At 49 Financial, Two Are Better Than One
March 15, 2021
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Ask Travis: How much money do I need to talk to 49?
February 26, 2021
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Exciting Press: Financial Advisor Magazine Article
January 15, 2021
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Taxes in Distribution Explained
December 7, 2020
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The Mindset Forge Podcast – “Travis Penfield: The Heart of a CEO”
November 20, 2020
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49 Financial Retirement Check-Up
November 20, 2020
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Ask Travis: How should I prepare now for retirement?
November 17, 2020
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BREAKING NEWS: 49 Financial certified as a Great Place to Work!
November 16, 2020
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Ask Travis: How early should I make a financial plan?
November 13, 2020
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Ask Travis: How can 49 serve business owners?
November 12, 2020
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Travis on LinkedIn News Show Regarding Money Management
November 4, 2020
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The 49 Opportunity | Why You Should Start Your Career at 49 Financial
November 3, 2020
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A Two are Better than One Partnership!
October 28, 2020
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November 12, 2021
November 5, 2021
September 9, 2021
