Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Tax Loss Harvesting: How to Turn Investment Losses into Tax Savings

Market volatility is rarely welcome, but for disciplined investors it does present an opportunity that is

Mega Backdoor Roth: What It Is and Who It’s For

If you are a high-income earner or business owner, there’s a decent chance you’ve looked at

Small Business 401(k) Plans in Fort Worth: What Employers Need to Know

Fort Worth’s small business community has continued to expand, and with that growth comes increased competition

Tax Planning for Grapevine Small Business Owners

Running a business in Grapevine brings opportunity and complexity. Smart tax planning helps you keep more

Education Savings for Coppell ISD Families: 529 Plans, UTMA, and Beyond

If you live in Coppell and have kids in Coppell ISD, you’ve probably had this thought

New Zip Code, New Money Map: Why Personal Financial Planning Matters After a Corporate Move to Trophy Club, Texas

So, the offer came through, the boxes are taped up, and somewhere between the goodbyes and

Keller Families: Navigating Dual-Income Financial Planning in North Texas

If you live in Keller, there’s a good chance both you and your spouse are working.

Retirement Planning in Westlake: What a Premium Lifestyle Costs in 2026

Key Takeaways – Westlake retirees typically need to plan for multi-million-dollar housing, even with downsizing– Property

Wealth Management in Colleyville: What a Local Advisor Brings to the Table

Why a Local Advisor Matters in Colleyville If you live in Colleyville, you already know a

Brokerage vs. Advisory Accounts: Which One Is Right for You?

Two account types. Different costs, different relationships, different outcomes. Here’s how to choose wisely. Whether you’re