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Blue Waters Advisory Group is an Austin-based Planning and Wealth Management Firm focused on providing personalized, holistic Advice to achieve consistent Growth and Income through a tactically diversified Portfolio approach to our Family client base of Entrepreneurs and Investors.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Check the background of this financial professional on FINRA's BrokerCheck