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Periodic Thoughts

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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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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