Tim Davis, CLU, CEBS

About Tim Davis, CLU, CEBS

Insurance Brokers and Advisors for Human Capital Mr. Davis is a graduate of the University of Texas at Austin with a BBA in finance. He also earned the Chartered Life Underwriter (CLU) designation from the American College of Financial Services and the Certified Employee Benefit Specialist (CEBS) certification from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. He is a member of The Society of Financial Service Professionals and the Katy Chamber of Commerce. Web Site: www.daviscapitalcorp.com
Office: (281) 665-3133 | Cell: (832) 326-6187 |President, Davis Capital Corp.

Will Your Family Be Affected By The Secure Act

The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers' pockets, there is no shortage of great ideas on Capitol Hill. Take the clumsily-titled Setting Every Community Up for Retirement Act (SECURE Act), for example. The SECURE Act, which became [...]

By |2020-01-07T21:21:52+00:00January 7th, 2020|Retirement Planning|

The Black Swan And Retirement

What is a “Black Swan” event and how could it affect your retirement plans?   "Go ask your portfolio manager for his definition of "risk," and the odds are that he will supply you with a measure that excludes the possibility of the Black Swan-hence one that has no better predictive value for assessing the [...]

By |2019-10-18T16:00:35+00:00October 14th, 2019|Retirement Planning|

It’s What You Keep That Counts

Have you ever thought about that?   If you knew that you would never lose your money, what type of investment would you choose? The fact that you are exempt from a loss would free you of the worry of concern about any investment, and you would merely choose a category that potentially had the [...]

By |2019-10-16T14:03:41+00:00October 8th, 2019|Investing|

Annuities And Asset Protection

Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and accumulated a very nice emergency fund. He maxed out his employer-matched qualified plan, invested in income-producing assets, looked for any tax savings, and started a [...]

By |2019-08-30T15:41:15+00:00August 30th, 2019|Annuities|

The Glorious History of Annuities

Annuities have a long and important history dating to the Roman Era   Annuities have a long history dating back to the Roman Era when they were used as a form of gratification for loyal soldiers. These early annuities were given to soldiers as a thank you for military service. The first mention of annuities [...]

By |2019-02-09T19:48:33+00:00February 8th, 2019|Annuities|