My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…
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Great post by Austin Smith! Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….
“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…
You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity. My hero’s lead quiet…
When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…
It’s hard to believe the year is halfway over. Now is a good time to review and determine what steps need to be taken to finish out the second half….
The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…
As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She…
“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…
Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…
