Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Maternity & Money: Designing Leave, Benefits, and Cash Flow

Preparing for a new baby brings both joy and big financial questions. Maternity leave often becomes

Keller Business Owners: Delegate Finances to Focus on Growth

As an entrepreneur or a high-achieving sales leader, you likely wear many hats. You’re responsible for

Cut 401(k) Fees Today and Build a Bigger Nest Egg Tomorrow

When you save for retirement, every dollar counts. Your 401(k) gives you a powerful way to

Mastering the 1031 Exchange Timeline

For real estate investors, taxes can take a significant bite out of profits when selling an

Building Wealth in Southlake: How to Put Your Hard-Earned Money to Work

I am TERRIBLE at drawing… But I love to do it when talking about money, especially

Retirement Surprises Nobody Talks About (But You’ll Want to Plan For)

For years, retirement feels like the big prize at the end of your career. You work

Should I Use My 401(k) to Pay Off Debt?

When debt feels overwhelming, it is natural to look for quick solutions. If you have a

Unlocking the Tax Benefits of Qualified Small Business Stock (QSBS)

For entrepreneurs, investors, and early employees in small businesses, one of the most powerful tax incentives

Should You Become an S Corp? Timing Your Move to Maximize Tax Savings

If you’re a solopreneur, freelancer, or independent contractor, chances are you have heard about S Corporations

What Financial Advisors Really Do (and Why It’s Not Just About Picking Stocks)

When most people hear the term financial advisor, they picture someone glued to a stock ticker,