Strategic financial planning is important for everyone but can be especially challenging for high net worth individuals that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, meaning... Read More

As you begin your planning for 2019,  an important step is to understand how the market has been performing leading up to the new year. 2019 is quickly approaching, and it’s time to ensure your financial plans have been thought through, organized, and evaluated, so you are prepared for what’s ahead. Read More

In this edition of the 5,5,5 we cover the concept of indexing, the recent reclassification update in the US stock market, and how to navigate the coverage that your insurance policies offer. Take a look!   Read More

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

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