About LSGadmin

This author has not yet filled in any details.
So far LSGadmin has created 37 blog entries.

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 […]

First Comes Love, Then Comes Marriage…

Then Comes a Load of Debt Too Big to Hold in a Baby Carriage! By 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 couple handles these decisions has the power to set the tone, good […]

“You Are What You Share” (…both willingly & unwillingly)

By Chaney Barton, Marketing Assistant Picture this:  relief washes over you as you file your annual tax return—just in time for the April 15th deadline.   But then a notice from the IRS informs you that more than one return was filed for you and a refund has already been issued.  Where do you go from […]

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 of a […]

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 goal is […]

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 for the […]

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 end, financial […]

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 provide our […]

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 […]

How Do We Raise Grateful Kids in an Affluent World?

By Cass Grange, Senior Advisor Associate and Director of Business Development Do your kids deserve the best of everything? This could be a short essay.  In a word -No. The capacity for delayed gratification is a predictor of adult success and happiness.  It is also a common trait of the most successful investors.  I do […]