Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
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Why I’m a Fee-Only Advisor in Round Rock, TX
Where’s the #1 place in America to live? According to The Today Show (and me), it’s Round Rock, Texas. Thank you @Jake Ridley for this article describing the different flavors of financial advisors and considerations when choosing one.
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Grads, Moms and Dads, Babies and Brides! Tis the Season!
Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives.
Grads, Moms and Dads, Babies and Brides! Tis the Season! Read More »
Property Tax Protest Anyone?
Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.
Property Tax Protest Anyone? Read More »
Managing the Affairs of a Loved One
Losing a loved one is an extraordinarily difficult experience. During this trying time, you must still complete a variety of tasks and make important financial decisions. We offer this as a guide to assist throughout the process.
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Three Important Investment Lessons of 2023
The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).
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And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting!
And Baby Makes Three (or Four)! Read More »
Women and Wealth – A Path to Financial Freedom
We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to accelerate the success of women in business, government, and academia for the betterment of themselves, their families, their community and our world.
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CDs are at 5%+ – Why Risk Investing in the Market?
“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money market accounts, high-yield savings, and T-bills all at their highest rates in over a decade, this question is being asked much more frequently.
Couple that guaranteed five percent with the growing fear caused by multiple wars, budget deficits, and a long-predicted recession, and it seems like a no-brainer to sit safely on the sidelines earning five percent.
But like many “no-brainers” there is more to it than meets the eye. Let’s dig a little deeper.
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How Much is Your Identity Worth? Potentially Everything
While “everything” is admittedly dramatic, it is intentionally dramatic with the hope of grabbing your attention. After all, we are competing for your time in the midst of a sea of other mediums which do nothing but specialize in channeling communication to you.
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