Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Why Middle-Class Millionaires Can Pay More Taxes in Retirement

For decades, retirement savers have received the same basic advice: contribute to a 401(k), take the

Spousal IRA: How a Non-Working Spouse Can Save for Retirement

If you or your spouse takes time away from the workforce, whether to raise children, care

Estate Planning Essentials for High-Net-Worth Southlake Families

For many successful families in Southlake, building wealth has taken years of hard work, disciplined investing,

How Much of Your Portfolio Should Be in Real Estate?

Finding the Right Balance for Your Goals and Risk Tolerance Real estate holds a natural appeal

Qualified Small Business Stock: How QSBS Can Eliminate Millions in Capital Gains Taxes

Selling a successful business can create life-changing wealth. It can also create one of the largest

Special Needs Trusts: Planning for a Loved One’s Financial Future

Planning for a loved one with a disability involves more than deciding who should receive money

The Texas Franchise Tax: What Every Business Owner Needs to Know

One of the great appeals of doing business in Texas is what the state doesn’t charge:

Investment Management for Southlake Families: Building a Portfolio That Fits

Southlake is not the average American suburb, and Southlake families rarely have average financial lives. Between

The NUA Strategy: A Tax Break Hidden Inside Your 401(k)

If you’ve spent years at a company that offers employer stock in your 401(k), and that

7 Counterintuitive Money Rules That Can Help Business Owners Build Real Wealth

Business owners often hear the same financial advice: spend less, save more, buy a house, follow