January 05, 2019 | by Scott Wood

January 555: Asset Return Anomalies, Planning Thoughts for 2019, and the Secret Ingredient to Success

Our January edition of the 5,5,5 covers the 2018 anomaly of a diversified-asset portfolio return, some financial planning thoughts to get you ready for 2019, and our most recent volunteer experience with Community Partners of Dallas. Enjoy!   Read More

January 03, 2019 in Articles & Newsletters | by Scott Wood

High Net-Worth Individuals: Misplanned Opportunities in Financial Planning

Definition of misplan (Merriam-Webster Dictionary) transitive verb: to plan (something) poorly or improperly a misplanned meeting… misspent and misplanned their way into a huge deficit.In working with self-employed executives, there are common problems we see when they come to True North Advisors.... Read More

December 27, 2018 in Articles & Newsletters | by Scott Wood

Donor Advised Funds: A Solution to Gifting with Tax Benefits

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

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

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