Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Sep
13
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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
Share:
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...
Apr
10
Share:
2022 Year-End Commentary
2022 began with the Federal Reserve pivoting away from an “easy money” policy because they believed inflation was transitory, to rapidly tightening monetary policy at...
