Services Careers Our Team Resources Contact Us

Resources

Read about our top financial tips, our company, and what it's like to work for 49 Financial!

The People Have Spoken: 49 Financial Certified as a Great Place to Work-AGAIN!

The People Have Spoken: 49 Financial Certified as a Great Place to Work-AGAIN!

Read More
Road Hazards to Retirement

Road Hazards to Retirement

Read More
Ready for your dream retirement?

Ready for your dream retirement?

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.
Read More
Portfolio Construction

Portfolio Construction

How do we construct portfolios for our clients? It's simple. We take a systematic approach!
Read More
What a Refrigerator Can Teach Us About Investing

What a Refrigerator Can Teach Us About Investing

Read More
Portfolio Construction and the Butterfly Effect

Portfolio Construction and the Butterfly Effect

Read More
Is Diversification Really Necessary?

Is Diversification Really Necessary?

Read More
Confessions on the Reality of Inflation in Today’s World

Confessions on the Reality of Inflation in Today’s World

Has the topic of inflation caused concern for you? Let's talk more, so you can hear through the noise on this topic.
Read More
What gold, silver, and bronze medals can teach about investing

What gold, silver, and bronze medals can teach about investing

Read More
Breaking News: 49 Earns Spot on GPTW Fortune 2021 Best Small & Medium Workplaces List!

Breaking News: 49 Earns Spot on GPTW Fortune 2021 Best Small & Medium Workplaces List!

Read More
‘This model can scale’: How a Texas RIA turns college grads into skilled advisors

‘This model can scale’: How a Texas RIA turns college grads into skilled advisors

Read More
49 Financial Featured in Major News Outlet

49 Financial Featured in Major News Outlet

Read More
49 Financial makes “Best Workplaces in Financial Services and Insurance” List!

49 Financial makes “Best Workplaces in Financial Services and Insurance” List!

Read More
49 Financial makes “Best Workplaces in Texas” List!

49 Financial makes “Best Workplaces in Texas” List!

Read More
At 49 Financial, Two Are Better Than One

At 49 Financial, Two Are Better Than One

Read More
Ask Travis: How much money do I need to talk to 49?

Ask Travis: How much money do I need to talk to 49?

Read More
Exciting Press: Financial Advisor Magazine Article

Exciting Press: Financial Advisor Magazine Article

Read More
Taxes in Distribution Explained

Taxes in Distribution Explained

Read More
The Mindset Forge Podcast – “Travis Penfield: The Heart of a CEO”

The Mindset Forge Podcast – “Travis Penfield: The Heart of a CEO”

Read More
49 Financial Retirement Check-Up

49 Financial Retirement Check-Up

Read More
Ask Travis: How should I prepare now for retirement?

Ask Travis: How should I prepare now for retirement?

Read More
BREAKING NEWS: 49 Financial certified as a Great Place to Work!

BREAKING NEWS: 49 Financial certified as a Great Place to Work!

Read More
Ask Travis: How early should I make a financial plan?

Ask Travis: How early should I make a financial plan?

Read More
Ask Travis: How can 49 serve business owners?

Ask Travis: How can 49 serve business owners?

Read More
Travis on LinkedIn News Show Regarding Money Management

Travis on LinkedIn News Show Regarding Money Management

Read More
The 49 Opportunity | Why You Should Start Your Career at 49 Financial

The 49 Opportunity | Why You Should Start Your Career at 49 Financial

Read More
A Two are Better than One Partnership!

A Two are Better than One Partnership!

Read More