Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Jan
12
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October Market Commentary
In October 2023, we observed a decline in the stock market for the third consecutive month. Major benchmark indexes saw a notable decrease in performance....
Oct
26
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From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
Inheriting wealth is a double-edged sword; on one hand, it can be a life-changing event, but on the other hand, it comes with its own...
Oct
19
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Q3 Market Commentary
In September, the financial markets experienced some turbulence, affecting both stocks and bonds. Bond market yields started to rise, causing concerns in the stock market...
Oct
2
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Children with parents, planning for your aging parent’s financial future
It’s an undeniable phase of life: As our parents age, the roles often reverse, and the children become the primary caregivers. At the heart of...
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...
