April 05, 2017 in Five, Five, Five | by Scott Wood

Tax Filing, Interest Rates, NPS, and Investor Sentiment

1. TAX FILING DEADLINE Tuesday, April 18th is the date your income tax return and payment are due to the IRS. The usual filing deadline is April 15th, which falls on a holiday this year, so all tax filers get a few extra days to get their returns done. This is also the deadline for IRA... Read More

March 03, 2017 in Five, Five, Five | by Scott Wood

Inflation Expectations, Chinese Debt, Apple, and our Client Portal

1. MARKET INFLATION EXPECTATIONS RISING We believe it is prudent to include inflation sensitive assets within client portfolios to hedge against possible future unexpected inflation. A strong U.S. dollar and historically low energy prices have kept inflation at moderate levels despite the size of... Read More

February 24, 2017 in Five, Five, Five | by Dhruv Maniktala

Interest Rates, Global Diversification, Liquidity Management, and MLPs

1. MATURITY SCHEDULE OF U.S. DEBT While much of the talk after President Trump’s election victory has been around the positive impact on the U.S. economy his pro-business and infrastructure spending plans will have, something not being discussed is the negative impact rising interest rates could... Read More

December 24, 2016 in Five, Five, Five | by Scott Wood

Interest Rates, Charitable Giving, The U.S. Dollar, Wealth Planning

1. RECENT INTEREST RATE MOVES The 10 Year Treasury hit an all-time low of 1.36% on July 8th of this year. Since then, interest rates have climbed over 70%. As of the end of November, the 10 Year Treasury rate is 2.36%. This relatively quick and drastic move is having quite an effect on bond... Read More

November 24, 2016 in Five, Five, Five | by Scott Wood

Top Wealth Managers, Timing the Markets, Presidential Debt, and more

1. DALLAS TOP WEALTH MANAGERS 2016 True North is excited to be named one of the Dallas Top Wealth Managers 2016 for D Magazine's November issue. In addition, Michael Anderson, JD, CFP®, and Tara Scottino, CFP®, are also named Best Financial Planners. Because we take our core purpose seriously of... Read More

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