View this post on Instagram   I was recently featured in Texas Monthly as a FiveStar Best in Client Satisfaction Wealth Manager. No self nominations were accepted and only SEC compliant advisers were considered. This is my fifth year receiving this distinction and it’s truly an honor! #austin #austintx #atx #texas #wealthmanager A post…

Read More

2018 Started off Strong The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather a few bumps and bruises to climb even higher. That’s the good news.1 Is Economic Change Coming? The bad news is…

Read More

Political Legislation Affects Our Economy: Whether it’s a new tweet by the president, or something more controversial, politics has an impact on the way people manage their investments. However, even in times of political unrest, the stock market has remained relatively resilient. Recently, the market has successfully weathered political climates that had the potential to…

Read More

What is it Like to Be a Senior Entrepreneur? Rob Horken — owner of Rob’s Rod Repair and Custom-Built Fishing Rods — supplements his retirement income by building custom-made fishing rods. An avid, lifelong fisherman in East Grand Forks, Minnesota, Rob’s rods are like individual works of art. They have become a popular choice in…

Read More

Artificial Intelligence Has Potential to Improve Portfolio Management 1. AI Can Improve the Accuracy of Investment Decisions Without AI, finance relies on researchers with limited time, memory and information. This contrasts greatly with an artificial intelligence tool that utilizes historical databases of financial products and can sort through the web for complimentary information. Artificial Intelligence…

Read More

Your Retirement Matters Financial advisors come in all shapes and sizes, but a good advisor will never leave you high and dry. A financial advisor needs to support the needs of their clients and should never make investment recommendations based on a desire for personal sales commission. They need to work for the client’s needs,…

Read More

What is My Full Retirement Age? When you take out social security, your benefits are a combination of 3 types of benefits: retirement benefit, spousal benefit and survivor benefit. Different claiming strategies affect the age you can retire, as well as penalties. The reason financial planners talk so much about full retirement age, is that…

Read More

You might think that retirement is only complicated by financial stress, but retirement can put a strain on your relationships as well. Couples may find many different challenges associated with retirement, but with divorce rates rising, it is evident that retirement is a difficult transition for married couples. Domestic squabbles are often a result of…

Read More