Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

How Colleyville Business Owners Can Build Long-Term Wealth

Building a successful business is one of the most effective ways to create wealth, but for

What Southlake Families Should Know About Fiduciary Financial Advisors

If you live in Southlake, you already know that building and protecting wealth here looks a

How to Evaluate a Financial Advisor’s Fees

(And What You Should Actually Pay) Good financial advice earns its keep. Planning, tax strategy, investment

Memorial Day Reflections for Families Across Southlake and DFW

Memorial Day means different things to different people. For many families, it marks the beginning of

Charitable Remainder Trusts: Income, Tax Savings, and Legacy Planning

A business owner came to us recently preparing for a potential sale of his company. Like

Tax Loss Harvesting: How to Turn Investment Losses into Tax Savings

Market volatility is rarely welcome, but for disciplined investors it does present an opportunity that is

Mega Backdoor Roth: What It Is and Who It’s For

If you are a high-income earner or business owner, there’s a decent chance you’ve looked at

Small Business 401(k) Plans in Fort Worth: What Employers Need to Know

Fort Worth’s small business community has continued to expand, and with that growth comes increased competition

Tax Planning for Grapevine Small Business Owners

Running a business in Grapevine brings opportunity and complexity. Smart tax planning helps you keep more

Education Savings for Coppell ISD Families: 529 Plans, UTMA, and Beyond

If you live in Coppell and have kids in Coppell ISD, you’ve probably had this thought