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How You Say It

Published by Sidney Meriweather, Director of  First Impressions

“It’s not just what you say but how you say it.”

I can’t remember how many times I’ve had to remind myself of this phrase. Read more

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The Right Advice

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor 

You are moving through life making dozens of decisions daily. 

Health, family, work, faith, civic duties. 

Read more

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The Family Meeting

By Brad Wiewel, The Wiewel Law Firm, Austin, Georgetown, Horseshoe Bay, and San Antonio www.TexasTrustLaw.com

Most people never disclose the details of their estate plan to their loved ones, successor trustees, executors, and agents. As a result, after they die, the people they leave behind are left to guess about what their deceased family member really wanted because of the sterile language used in the will or living trust. Read more

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). For others, the event is the hoped-for moment where the relative power of corporations, governments and labor shifts back to governments and possibly labor. Expect those who protested against Amazon’s breaks to be disappointed. Instead, the move will be seen as evidence of corporations continuing to gain strength. Read more

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Extra, Extra: I’ve Been in a Movie

Published by Annah Tucker, Director of Operations

More fun facts about yours truly…

Over ten years ago I moved to Austin, Texas from a small town and was able to find a job at a financial firm just northeast of downtown.  The office building was literally something out of a movie: big floor to ceiling windows which also lit up the inside of the building with beautiful natural light. Read more

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Ten Years Ago, Today

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

March 6, 2009 – It was ten years ago today the US Stock Market meltdown finally bottomed out.

I remember it like it was yesterday. Read more

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Optimism Isn’t Always Easy

Would you choose your kid’s high school basketball game over an invitation to the White House?

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Optimism takes on many forms. Sometimes it’s not so obvious.

Early in our marriage Linda and I were members at Second Baptist Church in Houston, TX. Dr. Ed Young had stepped in as pastor 4 or 5 years prior to our arrival.

I remember one Sunday a story Dr. Young told that really stayed with me. Read more

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

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Start Your Marriage on Stable Financial Footing

Published by Zachary Langan, Associate Wealth Advisor

Getting married is super exciting and simultaneously stressful. Planning the wedding can consume nearly all our thoughts and energy, yet there’s a combining of life and finances that will continue long after the special day.

What are the best things a newlywed couple can do to set off on stable financial footing? Let’s look at a few… Read more

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more