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

October 24, 2018 | by Mark Gehlbach

Market Observations from 2018 (Webcast Recording)

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

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

October 5,5,5: Buy High & Sell Low?

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

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
   

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2018 03 Market Recap