817-865-1811 Mon-Fri : 9:00 - 5:00

Periodic Thoughts

•September 11, 2023

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...

•June 12, 2023

Investing Early

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

•September 29, 2022

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!

•September 28, 2022

HOW AM I DOING?

AS A FIRM focused on financial planning and investment management, one of the most common questions asked from...

•July 7, 2022

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...

•June 2, 2022

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...

•March 12, 2022

Benefits Of A Financial Plan

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

•November 1, 2021

Invest Beyond Stocks & Bonds

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

•July 20, 2021

Investing has a Purpose

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

•June 23, 2021

Types of Taxation

Health Insurance Taxation An individual may be an employee or employer so the tax impacts will vary depending...

•June 10, 2021

Roth vs Traditional 401k

The last 12 months has definitely been very surreal. You may have been extremely excited to celebrate a...

•May 17, 2021

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...

•May 16, 2021

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...

•May 15, 2021

Training Kids with Finance

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

•May 1, 2021

Giving Off the Increase

It seems daily, I see a new story of someone telling of a significant increase in their wealth...

•October 29, 2020

BVM – Roth 401k

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