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
A guide to the safe harbor 401(k) notice deadline, which plans still need an annual notice, and how amendments change the timing. Why December 1 Gets Employers’ Attention It is early fall, and the owner of a growing Fort Worth company is walking through year-end items with her controller. Headcount
DOWNLOAD THE PDF The second quarter of 2026 looked quite different from the first. After markets struggled in March, stocks bounced back as investors once again focused on artificial intelligence, strong corporate profits and the continued strength of the U.S. economy. Even with the war in Iran, higher oil prices
Many people delay investing because they want to find the perfect moment. They watch the headlines, wait for a dip, and hope to buy at the bottom. The trouble is that the perfect moment rarely arrives, and every year spent on the sidelines carries a real and measurable cost. The
The second quarter of 2026 delivered strong gains across nearly every major market. Emerging markets led the way, surging 24.05%, followed by the U.S. stock market at 15.44% and Global Real Estate at 10.76%. International Developed markets also posted a solid 10.22%. Fixed income markets contributed positive returns as well,