The Family Meeting
Published 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 le …
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 …
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. It was no fun. Lots of anxiety and uncertainty. The US and most world stock mark …
Optimism Isn’t Always Easy
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Would you choose your kid’s high school basketball game over an invitation to the White House? Optimism takes on many forms. Sometimes it’s not so obvious. Early in our marriage Linda and I were members at Second Bapt …
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 …
You Need Financial Accountability
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Accountability In 2018, I started working out 3 days per week with Kelly, a personal trainer. He’s 53 and lives for physical fitness, and his whole lifestyle involves active living. Working with Kelly for just three …
Markets Move Up, Markets Move Down
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor “You can’t steal second base with your foot on first” As I sit down to write this entry, I am looking at data from yesterday’s single day market movement. Large US stock market indexes shot up close to 5% in a single …
The Joy and Value of Reading
Photo by Josh Applegate on Unsplash Published by Stephanie Wilson, Lead Communications Associate I learned the joy of reading from a very young age. The imagination that it took to picture the world inside of a book taught me creativity and out-of-the-box thinking. Creatures and characters …
All the Way to the Finish Line
Published by Sherri Graf, CEO of Imagine College Coach “Helping parents secure college financial aid for their high schoolers.” It is a marathon, not a sprint. As a parent, you have been a faithful fan. You stood in the rain, endured sweltering heat from the stands and cheered until your vo …
Current Market Volatility
Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor Update on current market volatility: We’re in the midst of normal market volatility but we understand it still feels scary. This post is a reminder of the importance of staying grounded and unemotional during these pe …
