Blog
Welcome to 2024!
Welcome to 2024! The back-to-back markets of 2022 and 2023 provide behavioral investor insight. What a roller coaster and what a difference a year makes! In 2022 every asset class except the energy sector was down and in 2023 it...
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Year End Tax and Financial Planning Ideas
As the end of the year approaches, it is a good time to think about tax consequences. We don’t wait until year end to focus on tax alpha but it is a good time to reflect back on the current year and make some decisions for...
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The Future of Social Security
Social Security has been a very important component of retirement income for our nation’s retirees. By design, Social Security is coupled with private retirement savings and annuities or pensions for most Americans....
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Managing Money Anxiety
The recent bank runs and highly public bank failure of SVB has served to remind all of us about the myriad of risks that exist as we invest our money to reach future goals. Our environment post financial crisis (2008 until last year)...
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Seven Ways to Maximize your Charitable Gift
The first quarter ritual of information and documents gathering for the annual Federal [and sometimes state(s)] tax filing, while painful, is also a valuable time of reflection and commitment to new practices for the new year.Two...
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Welcome to Austin, TX: America's next "Boomtown"
You made it! Now what?
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April Showers, Flowers and Strategies for a Better Tax Outlook Next TIme
My team partner, Kirsten Spacek, blogged this month about how much she LOVES April—mostly because it is her birthday! April does remind me of the beautiful springs we have in the southern US (sorry MidWest and New England), the...
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Austin—Get engaged in this Start up Hub—Non-profit style
Austin—Get engaged in this Start-Up Hub—Non-profit style What is well-known to people in Austin, Texas and throughout the world is that Austin is a business start up hub. We have the ingredients that cultivate a...
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Trust Based Philanthropy
Texas has a preference for smaller government, lower regulations, a pro-business attitude and culture, and higher personal freedoms. Newcomers are attracted to this positive view and support for the American Dream. A key element to the...
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New Year, New Strategies for Better Giving and Philanthropy
A common question our team receives frequently is, “How can I increase the impact of my charitable gifts?” First, intentionality is one key aspect of this. Are you thoughtfully aligning all/most of your giving to...
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How can I instill a value of community service with my family?
“How can I instill a value of community awareness and service learning with my family?” This is a frequent question I get from parents and grandparents. Young children are often, particularly during our pandemic, raised in...
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How can I get plugged into Austin’s community issues quickly?
How can I get plugged into Austin’s community issues quickly?So, you’re moving to Austin. Welcome friend! How can you get plugged into the community issues quickly? Here are ten ways to plug into the ATX community issues...
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