Blog Posts
Is Today’s Market a House of Cards?
We have enjoyed a booming stock market – will it continue?
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful!
You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?
Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
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
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.
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.
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
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).
And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting!
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
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
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
Estate Planning Considerations – Getting Your Ducks in a Row
“Even though I have a big presentation to give at work today, it’s my mother’s birthday, and I promised to coach my daughter’s soccer practice
Financial FOMO – Fear of Missing Out – YOU Too?
Does the grass sometimes look greener on the other side? Friends and neighbors just cashed in on the investment of a lifetime?
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making
The ABC’s of Gifting Appreciated Securities
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are