posted on 24th September 2015 in Your Family

There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]

Read Article

posted on 4th September 2015 in Market Commentary

Volatility Can be Managed In last month’s market commentary, we talked about looking past scary headlines. It’s easy to say when stocks are holding up or moving higher, but a jarring correction may create uneasiness. We are reminded of a comment by John Bogle, retired CEO and founder of the mutual fund giant, The Vanguard […]

Read Article
04 Sep 2015

Manage the Manager

Article written by

posted on 4th September 2015 in Your Career

In an ideal situation, employees would love their day jobs, be content with their job titles, and never struggle for growth. However, let’s face the facts — not all career situations are ideal. With a great job comes more responsibility and 9 times out of 10, you face less than ideal obstacles.  According to psychologist […]

Read Article

posted on 7th August 2015 in Market Commentary

Looking past scary headlines…resiliency July saw markets collide with a whole bunch of unsettling headlines. Greece tiptoed across the default line. Stocks in China, which peaked in June, were badly battered in July. The Fed continues to telegraph that it wants to start raising interest rates sooner rather than later. Corporate profits are running into headwinds […]

Read Article

posted on 14th July 2015 in Austin CFP Team Posts & Market Commentary

“I am indebted to my father for living, but to my teacher for living well.” –Alexander the Great   Every day of our lives presents us with moments. Moments that can affect us for years to come. This past quarter presented itself with many moments that contrary to what some might be saying are not […]

Read Article

posted on 10th July 2015 in Austin CFP Team Posts & Your Financial Advisor

Kevin Kelley is an Arkansas high school football coach who almost never punts the ball.  When he first arrived at Pulaski Academy, local fans were furious and confused by his coaching strategy.   Kelley says he stumbled upon research done by a Harvard college professor. The main theme of the professor’s paper was that conventional […]

Read Article

posted on 10th July 2015 in Market Commentary

An island of instability One month ago, I spent a considerable amount of time talking about the U.S. economy. I discussed the slow climb out of a deep hole and another speed bump earlier in the year. But there has been some good news – the economy seems to be exiting the funk it entered […]

Read Article

posted on 4th June 2015 in Market Commentary

Two steps forward. One step back. Did you know that the economic recovery is nearly six years old? That’s right – the Great Recession ended in June 2009, which means the economy pulled out of its nosedive and began to climb higher the next month. That is what the National Bureau of Economic Research, which […]

Read Article