Broker Check


Tuesday, May 26, 2020

Over the past two months, I have repeatedly been asked the question of whether the current pandemic, and associated economic landscape, is 2008 all over again. Here's what's different (and it's not just Netflix).


Wednesday, May 6, 2020

Shelter-in-place as definitely changed how Spring usually flows. Time to reassess the "work-life balance" and grow from this pandemic.


Friday, April 17, 2020

We do get a say in how the history books are written about this time.


Friday, March 6, 2020

Today is National Employee Appreciation Day, and it's time to realize that workplace culture and employee engagement are far more important than you once thought.


Friday, February 21, 2020

Wishing won't do it: The next step in your 20/20 Vision for 2020 is to select and then prioritize the one goal that will impact your life the most.


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Wednesday, January 15, 2020

Focus on this: 2020 brings a new decade and a fresh opportunity to put your 20/20 vision to work on your most important financial goal.


Monday, December 9, 2019

While the holiday season may mean different things to different people, it also shines a bright light and magnifying glass on your "Money Personality." Intentional actions will help you avoid unintended consequences.


Monday, November 18, 2019

Aging is a part of life. Our recent client event addressed both the caregivers and the cared-for, helping families to confront many of the challenges of aging and fostering discussions today to better prepare for tomorrow.


Wednesday, October 16, 2019

Halloween may have better costumes, but October is also National Cybersecurity Awareness Month, and this message should help you with your more rational fears.


Thursday, October 3, 2019

The financial and personal lessons that teenagers learn from a part-time job are worth far more than the spending money earned.


Friday, September 13, 2019

Choosing your favorite thing about Dallas may not be easy, but the generosity of its citizens has to be high up on any list. Our recent Family Service Day has us inspired for the upcoming North Texas Giving Day with CFT.


Wednesday, August 14, 2019

Big News just got Bigger!


Wednesday, July 31, 2019

While it is truly an honor to be a finalist for D CEO's 2019 Nonprofit and Corporate Citizenship Awards, it is also a clear reminder that to whom much is given, much is expected.


Wednesday, June 5, 2019

Invest in Others wanted to discuss tips for raising financially sound (and charitably minded) children. Here's the product of our recent chat.


Thursday, May 23, 2019

I tell everyone that asks to be cautious and educated when using online tools to review their investments and finances. Somebody from US News and World Report asked, and I told him as well...


Tuesday, February 19, 2019

Each year we release our Key Financial Data, full of information you need at your fingertips to make well-informed decisions about your money this year. Click this link [KFD 2019] to download your 2019 Key Financial Data Report. The...


Tuesday, February 5, 2019

January often brings a deluge of ideas about how we can improve ourselves, our lives, and our finances. But just like resolutions and exercise plans, the work of changing your spending habits is done in the remaining eleven months of...


Thursday, January 10, 2019

Over the past few years, the complacent stock market and economy have allowed investors to ignore their portfolios and maybe even their financial plans - and still possibly be successful with both. However, the start of a new year and...


Thursday, June 8, 2017

Pop quiz: Which of these people need a Power of Attorney? a. An 86 year old woman that requires in-home care. b. A healthy 42 year old father of three. c. A 19 year old college student. d. All of the above. The answer, of course, is d)...


Wednesday, May 17, 2017

I asked my client why he and his wife recently went on a safari, when they knew without question that they couldn’t afford it. “Well, my neighbor decided to go and asked us to go along. What else was I going to say?”...


Tuesday, April 18, 2017

1. Remember why you hired them. 2. They’re innovative. Let them be that way. In fact, celebrate it. 3. Be fascinated by what you and your millennial can teach each other. 4. Mentor them. 5. Admire their love for life - they want...


Thursday, January 12, 2017

When people imagine retirement, they tend to conjure images of themselves as being healthy, happy, and fully capable of doing what they want to do. However, as people live longer and longer, we know that sometimes our bodies start to...