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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.

Financial Advisor, Mark Cangelose is the Bryan/College Station & Houston SmartVestor Professional. Get Started Today!

Newsletters

HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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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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The College Landscape in 2026

The world of higher education is constantly evolving. Here are some key updates for 2026.

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More Newsletters

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators