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So far LSGadmin has created 38 blog entries.

Social Security FAQ


By Bleckley Dobbs & Mark Ward

Social Security is complicated.  With over 2,700 different rules, there is no getting around it. Unless you have never been married, your options and overall strategy for collecting Social Security benefits will probably be complicated.  Articles and resources abound about Social Security, but the challenge for someone to take the information […]

Getting Back to Basics


By Thomas Twombly, President

Summer is a great opportunity for our team to reflect, and to focus valuable attention on ways of improving our overall interactions with clients. With a few new folks at Lucien, Stirling & Gray, we have been putting effort into “getting back to basics,” which is also helpful for our senior advisors […]

First Comes Love, Then Comes Marriage…


Then Comes a Load of Debt Too Big to Hold in a Baby Carriage!

First comes love, then comes marriageBy Christopher Vasquez & Chaney Barton

June is the most popular month for weddings, and often wedding expenses are the first big-budget items couples handle together.  How well a […]

Measuring Success


Measuring Success At Lucien, Stirling & Gray Advisory Group, we measure success both on and off the balance sheet. Clients tell us that achieving their goals and setting new ones are the most tangible benefits of successful financial planning. We’re successful when we’ve focused on our client’s needs, and provided them the comfort […]

Balancing Act: Saving & Spending


Balancing Act: Saving & Spending In the financial planning process, it’s important to think deeply about what’s important to you. Success begins with setting priorities. Advisors at Lucien, Stirling & Gray believe that understanding your goals and priorities is the first and biggest step in successful financial planning and wealth management, whether your […]

What Makes Us Different


What Makes Us Different The culture at Lucien, Stirling & Gray Advisory Group stands apart from most brokerage and financial firms. Our firm’s collegial and strengths-based environment builds trust among our advisors and with our clients. That’s why we were named one of Austin’s Best Places to Work by the Austin Business Journal […]

Our Approach To Financial Planning


Our Approach to Financial Planning How do advisors at Lucien, Stirling & Gray approach financial planning? We value wealth in all its forms — financial, social and personal — and help clients clarify how they fit together. As Vice President Mark Ward explains, if investment and wealth management is a means to an […]

Why Successful People Need a Financial Advisor


Why Successful People Need a Financial Advisor Successful people need financial advisors to provide them with attention, accountability and expertise. At Lucien, Stirling & Gray Advisory Group, we keep clients focused on behaviors they can control. We help them plan, save, and invest more purposefully than they would without a financial advisor. We […]

A Deadline-Free Review


By Glenda Summers, CFP ®, Senior Advisor Associate

For certain people tax season serves as the once per year review of their financial situation.  Marking April 15th off of the calendar with a sigh of relief may equate to putting finance-related records away in a drawer to collect dust until next year. Now that the looming tax […]