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Periodic Thoughts

Money is still one of the leading causes for stress and family strife.  The Box companies have put together a series for our employees and we would also like to take the opportunity to share the information and content with you.  If you want to change your relationship with money, please sign up and check out the free content.

Tired of market volatility?

The stock market is filled with individuals who know the price of everything, but the value of nothing.
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Do you know this about student loans?

This article is not discussing the current hot topic of student loan forgiveness. The headlines have created strong...
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Investing Early

Talking to your kids or young adults about money is important. Getting them started with the right perspective...
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Fear the Right Things

“I’d like to live as a poor man with lots of money” – Pablo Picasso When asked by...
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Living Magazine – Best of Northeast Tarrant County, Readers Choice 2022

Thank you to all our clients and customers for voting for us again this year!
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HOW AM I DOING?

AS A FIRM focused on financial planning and investment management, one of the most common questions asked from...
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There’s more to life than stocks and bonds – diversify

There was no New York Stock Exchange in biblical times but wise and wealthy King Solomon knew how...
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Four Important Steps Towards
Saving For College 

With all the graduation celebrations this time of year, I am reminded of all the conversations with parents...
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Benefits Of A Financial Plan

Benefits Of A Financial Plan “In preparing for battle I have always found that plans are useless, but...
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Invest Beyond Stocks & Bonds

“An investment in knowledge pays the best interest.” — Benjamin FranklinIs there more to investing than just stocks...
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Investing has a Purpose

Investing has a purpose and it’s important for an investor to be able to support their purpose. As...
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Types of Taxation

Health Insurance Taxation An individual may be an employee or employer so the tax impacts will vary depending...
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Roth vs Traditional 401k

The last 12 months has definitely been very surreal. You may have been extremely excited to celebrate a...
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Fall Back into Good Financial Habits

It’s said that old habits die hard, especially bad financial habits. Overspending and no savings can make you...
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The Effects of Legalized Gambling on your Retirement Plans

For decades, people fought to legalize sports gambling in the U.S. The advent of fantasy sport leagues helped...
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Training Kids with Finance

Do you want your children to manage their finances smartly in the future? Wondering how and when to...
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Giving Off the Increase

It seems daily, I see a new story of someone telling of a significant increase in their wealth...
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BVM – Roth 401k

The year 2020 has definitely been very surreal. You may be looking forward to celebrating the New Year...
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