During a season of giving, it is evident that the framework for donating funds to charities or organizations has changed.Our clients have organizations that they are passionate about, and plan to make yearly gifts to them. The tax deduction they received in the past was a bonus. Many charities felt... Read More

Our December edition of the 5,5,5 covers the market outcomes after the recent midterm elections, the different account titling options to consider in your estate planning, and our volunteer outing at the Momentous School. Enjoy!  Read More

The Value of a Financial Advisor A good financial advisor can help guide you financially through major life events, but financial advice is only half the story of what they should provide. The other half is making sure you’re in the portfolio that is suited for your needs. Issues arise when a... Read More

No one goes into a marriage expecting for their marriage to fail.  It can be one of the most draining experiences emotionally and financially. For those experiencing divorce, you are not alone as 50% of all first marriages in the U.S. end in divorce, according to the American Psychological Society.... Read More

Our November edition of the 5,5,5 covers some of the latest trends occurring in the market, ways you can plan ahead to protect your financial future, and a recap of True North employees giving back to the Dallas community. Enjoy! Read More