Blog

Tuning Out the Noise

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested. For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

Timing Isn't Everything

The Uncommon Average

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”

David Booth
Founder and Executive Chairman, Dimensional Fund Advisors

We are honored to announce our selection as one of the top wealth managers in the Dallas area by D Magazine, now appearing in the November issue! Click here to see 2018 Top Wealth Manager.

Total Cost of Ownership

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision.

E+R=O, a Formula for Success

Combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can increase the odds of having a positive financial experience.

“The important thing about an investment philosophy is that you have one you can stick with.”

We are honored to announce Dave Ragan, Vice President of Financial Planning, earned Investment News' 40 Under 40 Award.

Click here to see Investment News' article on Dave.

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. 

We are honored to announce being listed in D Magazine as a 2017 Top Wealth Manager. Click here to see 2017 Top Wealth Manager. Click here to see the press release.