Picture a Fort Worth owner who has spent 25 years building a commercial HVAC company. Revenue is steady, margins are healthy, and a larger competitor has started calling. She figures she will sell sometime in 2027 and plans to start getting ready once she hires a broker. That plan has
Most of our clients give generously. Most of them also assume the method doesn’t matter, because a gift is a gift and the receipt goes in the tax folder. That has never been fully true, and for 2026 it matters more. Three federal rule changes took effect this year, and
If you’re taking required minimum distributions, you probably know December 31 is the deadline. What’s easy to miss is how much of the decision is still open with about two months to go. How you take the money, and where it goes, can change your tax bill for the year.
Every November, the same advice makes the rounds: “Harvest your losses before year-end!” It’s not bad advice. But it’s usually delivered as if every loss is free money, and that’s where investors get into trouble. The truth is that tax-loss harvesting is enormously valuable in some situations and close to
Your employees may soon ask for bitcoin. Fund companies already pitch target date funds with a slice of private equity, private credit or real estate inside them, and several crypto managers now court 401(k) plans directly. Washington has spent the past year and a half clearing the way. If you
If you spend enough time around successful business owners in Southlake, Westlake, or other affluent Dallas-Fort Worth communities, you will eventually hear about an investment opportunity that sounds almost too good to pass up. Maybe it’s a commercial real estate development, a private lending fund, an oil and gas partnership,
If you own a home in Southlake, Colleyville, Grapevine, Keller, or Westlake, the property tax bill is probably one of the biggest checks you write each year. Turning 65 is the moment Texas starts giving some of it back. Some of it can arrive on its own, but not all
DOWNLOAD THE PDF U.S. stocks inched higher in the third quarter and finished near record highs, while bonds and real estate lost ground. Investors stayed focused on artificial intelligence, record corporate profits and a resilient U.S. economy, and they looked past higher oil prices and plenty of uncertainty around the
The policy you bought for the kids did its job. You probably bought term coverage in your thirties so a mortgage and two tuition bills would never land on one income. Now the kids have jobs, the mortgage balance shrinks every month, and the premium notice looks like a bill
The third quarter of 2026 delivered mixed results across the major markets. The U.S. stock market led the major equity markets with a 1.41% gain, followed by International Developed markets at 0.89%. Emerging Markets declined slightly by 0.37%, while Global Real Estate experienced a larger decline of 6.03%. Fixed income