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      • Thomas G. Twombly
      • Mark Ward, CFP®, ChFC®, RICP®
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      • Daisy Lopez
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Jul 29, 2022

Investment & Economic Views – Pictures worth a thousand words

July 29, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant

The first half of 2022 was a disheartening experience for all of us. As the personal Quarterly Review that accompanies this report attests, your investment […]

Investment & Economic Views – Pictures worth a thousand words
Jun 30, 2022

What My Leaf Blower, Inflation, and Economic Gyrations Have in Common

July 1, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant

It’s no secret that I think people in general are way too fixated on myopic, short-term outlooks. They’re not patient or disciplined enough to take […]

What My Leaf Blower, Inflation, and Economic Gyrations Have in Common
May 27, 2022

President’s Message

May 28, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant

We would like to wish you a safe, relaxing Memorial Day weekend, and a wonderful summer to follow.

Last year, long before this current downturn started, I […]

President’s Message
Apr 29, 2022

Required Minimum Distributions under the SECURE Act

April 30, 2022
Article By https: Mark A. Ward, CFP®, ChFC®, RICP®
Artwork by Daisy Lopez, Staff Accountant

The IRS Releases the Long-Awaited Secure Act Required Minimum Distribution (RMD) Rules for Public Comment

In brief:

  • The Secure Act, enacted in 2019, left many open questions […]
Required Minimum Distributions under the SECURE Act
Mar 30, 2022

The Long View

March 31, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant

In our missive of last month, which was actually a re-publication of my President’s Message for our Q4 2021 Report – and therefore written before the […]

The Long View
Feb 24, 2022

President’s Message

February 26, 2022
Article By Thomas Twombly, President
Artwork by Daisy Lopez, Staff Accountant

If the second year of this pandemic taught us anything, it’s that the pace of disruption in our world isn’t slowing down any time soon. On […]

President’s Message
Jan 27, 2022

Protecting Yourself from Scams

January 29, 2022
Article By Shelby Holt, Client Services Specialist
Artwork by Daisy Lopez, Staff Accountant

While cyber scams have been around since the invention of the internet, these scams have become part of our daily lives now more than ever. […]

Protecting Yourself from Scams
Sep 30, 2021

Financial Planning Myths Part 3 – An Advisor’s Primary Value is in Managing your Portfolio

September 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant

Financial Myths Part 3:
An Advisor’s Primary Value is in Managing your Portfolio.

When folks reach out to us it’s usually because they have been handed a challenge. They’re facing […]

Financial Planning Myths Part 3 – An Advisor’s Primary Value is in Managing your Portfolio
Jul 29, 2021

President’s Message

July 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant

“There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.”
– John Kenneth Galbraith

I came across this quote in the […]

President’s Message
Jun 30, 2021

Financial Planning Myths Part 2 – It’s All About Your Biggest Goals and Dreams

June 30, 2021
Article By Thomas Twombly
Artwork by Daisy Lopez, Staff Accountant

Financial Myths Part 2:
It’s All About Your Biggest Goals and Dreams.

To create a plan of any kind, you have to know the ultimate destination you are trying […]

Financial Planning Myths Part 2 – It’s All About Your Biggest Goals and Dreams
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Our Mission

At Lucien, Stirling & Gray Advisory Group, Inc., our mission is simple:

Provide thoughtful, deeply-personalized financial advice, portfolio design, and asset management services to prudent, long-term investors - giving you the comfort and confidence to maximize your personal opportunities and minimize your financial concerns.

Lucien, Stirling & Gray Advisory Group, Inc.

7800 N. Mopac Expy, Suite 340 | Austin, Texas 78759

Phone: (512) 458-2517

Email: info@lsggroup.com

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