From Our Pen
Why is Texas Getting Its Own Stock Exchange?
Since 1792, Wall Street has been the heart of American finance. But now, Texas is making bold moves to carve out its own...
Preserve Your Inheritance
Inheriting money can be a powerful opportunity—and a deeply emotional experience. Whether it comes unexpectedly or after...
ESG Investing in the Spotlight
For many investors, it’s no longer just about how their portfolio performs—it’s also about how their portfolio reflects...
Golf Is Back, but Good Luck Getting a Tee Time
Golf is booming again—and good luck getting a weekend tee time. With millions of new players entering the sport since the...
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
In a market where interest rates remain high and volatility looms large, investors are increasingly turning to hybrid...
Market Review: 2QTR2025
(second quarter through June 30, 2025) The second quarter of 2025 reminded us just how quickly market sentiment can shift....
Are Extended Warranties Worth It?
It’s a familiar moment: you’re about to check out with a big-ticket item when the cashier asks, “Would you like to add an...
Transferring Wisdom Before Wealth: The Legacy That Lasts
In wealth management, we talk a lot about assets—how to build them, protect them, and transfer them. But I believe the most...
Life Insurance in Retirement
When you think about life insurance, retirement may not be the first thing that comes to mind. After all, if your children...
What the Texas Stock Exchange Means for Investors and Business Owners
If you’ve been watching the headlines, you may have seen that Texas is stepping onto the national financial stage in a...
Market Summary – April 2025
The Markets (as of market close April 30, 2025) April was a turbulent month for the markets, marked by geopolitical...
ETFs Are Closing the Gap with Mutual Funds
Exchange-traded funds (ETFs) have rapidly gained popularity among investors, especially those looking to combine...
The Versatile Roth IRA
A Roth IRA is more than just a retirement savings vehicle—it can be a versatile tool that serves multiple financial goals...
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Target-date funds are often marketed as a "set-it-and-forget-it" investment strategy, designed to adjust automatically as...
Indexed Annuities: Potential for Growth with Some Downside Protection
With market volatility and rising interest rates on the rise, U.S. annuity sales hit record levels in 2023. Fixed annuities...
Financial Safety Nets: Exploring Available Sources of Emergency Funds
Life’s unexpected moments—like sudden medical bills, car repairs, or job loss—can quickly turn into financial stress if you...
Three Market-Moving Economic Indicators to Watch
Keeping an eye on the market can feel overwhelming with the sheer number of economic indicators released each month. But...
Read a Good Beige Book Lately?
The Federal Reserve has been a key player in economic headlines since 2022, when it began aggressively raising interest...
Would You Be Prepared for an Unplanned Early Retirement?
While most of us envision retirement as a well-planned transition on our own terms, reality often tells a different story....
Annual Market Review 2024
Overview The year 2024 was extraordinary for the economy and the markets. High interest rates, rising unemployment, turmoil...
Who Invests in the U.S.? Foreign Holdings, Risks, and What It Means for Your Portfolio
The United States has long been a magnet for global investment, with foreign investors holding trillions of dollars in U.S....
Final Year-End 2024 Tax Tips
As the year winds down, it’s easy to feel like there’s no time left to make a meaningful impact on your tax situation. But...
Trust Basics
Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for...
Tax Planning for Income
Most people don't want to pay more in federal income tax than they absolutely have to. With that in mind, here are five...
Two Tax-Friendly Retirement Plans for the Self-Employed
As a business owner, you may devote most of your time, energy, and profits to running and growing your business. But...
If You Don’t Have a Will Yet, Why Not?
A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should...
Cancer Happens: Insurance Can Help Fortify Your Finances
Cancer diagnosis rates are on the rise, especially for younger people under age 55. Meanwhile, U.S. death rates from cancer...
Can You Put the Brakes on Rising Auto Insurance Premiums?
When your auto insurance policy renews, chances are that your premium will be going up, possibly by a lot. Rates vary by...
Thinking of Selling Your Home?
Selling a primary residence can create unexpected tax exposure, particularly when a property has appreciated significantly...
Live, Give, Owe, Grow with our Kingdom Advisors
As fiduciaries who value our client relationships, we whole-heartedly participate as Kingdom Advisors. Being a Kingdom...