December 05, 2018 | by Scott Wood

December 555: Midterm Outcomes, Increased Fed Rates, and Healthy Aging

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

November 26, 2018 in Articles & Newsletters | by Scott Wood

Investing 101: Our Portfolio Strategy

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

November 08, 2018 in Articles & Newsletters | by Scott Wood

Prior to Divorce Post Nup Asset Protection Planning is Crucial to Your Financial Future

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

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

November 5,5,5: Buyback Blackouts and Stock Market Drops

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

October 25, 2018 in Entrepreneurship | by Scott Wood

More Money, More Responsibility — Making Strategic Financial Decisions

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

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