Articles & Insights

Your Financial Resource Hub

Welcome to Our Blog!

Here, we break down real strategies—from 401(k)s to Roth IRAs, tax-smart planning with our CPA partners, creative portfolio ideas, and what today’s market moves mean for your future. No fluff. Just insight you can use. Got a question or something keeping you up at night? Reach out. My team and I are here to help.

Damon Paull, AWMA®

Wealth Management Advisor & Best Selling Author with Chris Voss "Empathetic Leadership"

Top Financial Planning Questions We Hear from New Clients

Financial planning doesn’t have to be intimidating. At Damon & Travis Paull’s firm, we get asked a lot of the same questions—from “Am I saving enough?” to “When should I start investing?” In this...
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How Structured Notes Can Fit Into a Diversified Investment Strategy

Structured notes are an alternative investment that can offer higher income potential—sometimes as much as 11%—while protecting principal under certain conditions. Unlike traditional CDs or stocks,...
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Understanding When to Take Social Security in Texas & Virginia

Deciding when to start collecting Social Security is one of the most important retirement choices you’ll make. Taking benefits early at 62 reduces your monthly payout, while waiting until full...
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