Texas Investment and Retirement Associates

Texas Investment and Retirement Associates Serving Texans Since 1983 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer.

Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, an...
09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.texasira.com/weekly-market-commentary

08/28/2026

Trump Accounts aren't just for newborns. Learn how older kids, tax-free growth, and Roth conversions make these accounts worth a second look for every family.

🔒 Cybersecurity Is Financial PlanningWhen people think about protecting their wealth, they often think about investments...
08/24/2026

🔒 Cybersecurity Is Financial Planning

When people think about protecting their wealth, they often think about investments, insurance, and estate planning. But one of the biggest threats to your financial well-being today may be cybercrime.

Scammers are becoming more sophisticated, using fake emails, text messages, and even AI-generated voices to gain access to personal and financial information.

Building wealth is important. Protecting it is just as critical.

Take a few minutes this week to review your cybersecurity habits. Your future self will thank you.

08/21/2026

Parents of children in kindergarten through high school are spending an average of $144, and that’s coming as families are feeling financial stress.

It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college f...
08/17/2026

It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college football will return and the kids will be back in school. For me, it’s always been the kids going back to school that really marked the end of summer.

If you have school-age kids, starting right around Labor Day, you will be bombarded with parent/teacher conferences, emails from the school and the dreaded lists of required back to school items.

Summer could be a great time to create a back-to-retirement list too. Let's get started on a plan together:
https://www.texasira.com/contact

08/14/2026

This guide explores several considerations that frequently arise as businesses grow, including retirement plan design flexibility, balancing employee benefits with owner objectives, and navigating regulatory requirements.

Back-to-school shopping isn't just about notebooks and backpacks anymore.Between school supplies, clothing, sports fees,...
08/10/2026

Back-to-school shopping isn't just about notebooks and backpacks anymore.

Between school supplies, clothing, sports fees, technology, and extracurricular activities, expenses can add up quickly—and often catch families off guard.

Before reaching for a credit card, take 30 minutes to create a back-to-school spending plan:
✅ Make a list before shopping
✅ Set a spending limit for each category
✅ Take advantage of sales and tax-free weekends
✅ Review your monthly budget for adjustments

Need help creating a financial plan that balances today's expenses with tomorrow's goals?

📲 Visit our website to learn more: https://www.texasira.com/

Address

4131 N Central Expressway Suite 900
Dallas, TX
75204

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