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What financial issues have been on our mind? Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in to read articles from the point of view of our experienced advisors. We’re glad to have you reading along.

 

Thursday, August 20, 2020

You board the plane, the pilot says over the speaker, “ladies and gentlemen our instruments are down, I know you want to get to San Diego in 3 hours, we will just have to hope for the best.” Most passengers will not want to...

 

Tuesday, April 21, 2020

So, I’ll admit it. I’m a creature of habit. Aren’t we all? But recently, thanks to the pandemic, I’ve been forced to change my shopping habits. I think of HEB as my first real job. I pride myself to this day for...

 

Wednesday, April 1, 2020

The Senate and House of Representatives passed the Coronavirus Aid, Relief and Economic Security (CARES) Act, bringing roughly $2 trillion of relief into the economy to help keep businesses and individuals afloat during this...

 

Thursday, March 19, 2020

We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news...

 

Friday, February 21, 2020

Becoming a physician requires significant sacrifice...

 

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Tuesday, February 4, 2020

Now may be a perfect time to start getting caught up...