Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Market Review Third Quarter 2025

The 3rd quarter of 2025 delivered strong performance across global stock markets, with Emerging Market Stocks

Financial Survival Skills for Women

Money influences every part of life, from daily decision-making to long-term dreams. For women, financial independence

What Grapevine Residents Should Know Before They Retire: Quote Edition

People have their take on retirement, including the good, the bad, and the ugly. With planning,

Double Tax-Advantaged: How 403(b) and 457(b) Work Together

When you save for retirement, you may think first of a 401(k). For those who work

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