Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Sep
18
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August Market Commentary
August was a tough month for stocks, with the major benchmark indexes ending the month lower. Investors tried to decipher mixed economic data throughout the...
Sep
13
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The Basics of Comprehensive Estate Planning: Protecting Your Legacy
As a successful individual who has excelled in your personal and professional life, there are several essential financial planning strategies that you should consider to...
Aug
30
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July Market Commentary
Stocks performed well in July, as major benchmark indexes recorded significant gains. Despite the interest rate rise, the stock market and the economy have shown...
Jul
25
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Retirement Income Planning for Successful Entrepreneurs
If you’re a successful entrepreneur in the Grapevine, TX area considering retirement in the next few years, one of the most important aspects of your...
Jul
20
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June Market Commentary
As of mid-2023, we’ve seen a rebound in the equity markets. However, a narrow list of mega tech sector names propelled by recent artificial intelligence...
Jun
23
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May Commentary
The debt ceiling “crisis” generated significant market angst amongst the public… yet again. It’s a political game of chicken where both sides assure the public,...
Jun
19
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Harness the Power of a CFP® and AIF® to Maximize Your Retirement
As a high-income earner, you’ve dedicated countless years, immeasurable effort, and strategic acumen to build significant wealth over a long period. But navigating the complexities...
May
22
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Top Four Strategies to Optimize Your Personal & Business Taxes
It is no secret that a higher tax bracket presents unique challenges and opportunities to capitalize on and grow your wealth. Like most investors, you...
May
11
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April Commentary
The Federal Reserve has released a postmortem on the failure of Silicon Valley Bank (SVB). The report points to mismanagement, supervisory failures, and a digital-era...
Apr
24
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March Market Commentary
Wall Street proved resilient during 2023’s first quarter, despite rising inflation, uncertainty about the Federal Reserve’s actions, interest-rate hikes, and banking concerns. The quarter began...
Apr
10
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The Federal Reserve vs. Inflation
Inflation looks stubbornly persistent, and the economy is more robust than expected. How much longer can the Fed stick with its current plan of attack?...
Apr
10
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January Commentary
January proved to be a bumpy ride for investors, with stocks ending higher to begin the new year, despite concerns that the economy may be...
