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 […]

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 […]

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 […]

Simplify and De-Clutter Your Life

By Cass Grange, Senior Advisor Associate & Director of Business Development Why are we having a moving expert and organizational guru come to talk to our clients and friends? What on earth does this have to do with what we do? Because everywhere we look, clutter takes a toll on our mental, physical and financial […]

Resolve to be Imperfect in 2015

By Cass Grange, Senior Advisor Associate and Director of Business Development Can I just say that I find all these organizing tips for the New Year discouraging? Why? Because I start out with good intentions, just like we all do, and then life gets in the way. Life is messy.  It is even for the ultra […]

So, You Think You Want to be a Real Estate Mogul?

By Mark Ward, CFP®, ChFC® Vice President & Chairman, Investment Policy Committee Over the course of the last several months my fellow advisors and I have had a remarkable number of comments and questions from clients, friends, and acquaintances regarding the possibilities of investing in real estate.  We get comments like, “I know Austin Real […]