Tag: financial planning in texas

Oct
26
From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
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...
Read More
Oct
19
Q3 Market Commentary
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...
Read More
Oct
2
Children with parents, planning for your aging parent’s financial future
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...
Read More
Sep
18
August Market Commentary
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...
Read More
Aug
30
July Market Commentary
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...
Read More
Jul
25
Retirement Income Planning for Successful Entrepreneurs
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...
Read More
Jul
20
June Market Commentary
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...
Read More
Jun
19
Harness the Power of a CFP® and AIF® to Maximize Your Retirement
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...
Read More
May
22
Top Four Strategies to Optimize Your Personal & Business Taxes
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...
Read More
Apr
10
The Federal Reserve vs. Inflation
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?...
Read More
brockercheck