September 05, 2018 in Five, Five, Five | by Scott Wood

September 5,5,5: Market Euphoria, Estate Planning, and Our Shareholder Celebration

Our latest edition of the 5,5,5 covers our take on the status of the market, things to consider when planning your estate, and our shareholder celebration. Enjoy! Read More

August 05, 2018 in Five, Five, Five | by Scott Wood

August 5,5,5: Value stocks, FAANG stocks and our partnership with Community Partners of Dallas in their Back to School Supply Drive

Our latest edition of the 5,5,5 looks at value stocks' pattern over the past nine years, FAANG stocks and their crucial role in your portfolio performance,  and our recent partnership with Community Partners of Dallas in their Back to School Supply Drive. Enjoy! Read More

July 03, 2018 in Five, Five, Five | by Scott Wood

July 5,5,5: Education financial planning, ETFs and our industry leading client portal

Our latest edition of the 5,5,5 looks at the different routes you can take to save for your children's education, ETFs, our industry leading client portal and welcoming a new hire to the True North family. Enjoy! Read More

June 26, 2018 in Entrepreneurship | by Scott Wood

Selling Your Business: Why Now May Be The Best Time

Two thousand eighteen has been a good year for businesses. We are on an upward economic cycle, and interest rates and unemployment both remain relatively low. There is a positive ‘Buy American’ sentiment in the air as our current leadership in Washington is doing its best to level the playing field... Read More

June 19, 2018 in Articles & Newsletters | by Paula Davis

Financial Well Being: How to Get More from Your Credit Score

Credit scores are used in our country as a method to determine an individual’s creditworthiness. The three-digit credit score helps lenders decide whether to approve or not approve a loan or credit card. The number is part of a formula called credit utilization and is an indication to the lender of... Read More
   

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2018 03 Market Recap