We Are Moving!
By Thomas G. Twombly As of October 31st, 2019 we will be leaving our long-time offices on Guadalupe St. Please make note of our new address: 7800 N. Mopac Expressway, Suite 340 Austin, Texas [...]
President’s Message – 2nd Quarter 2019
By Thomas G. Twombly For more than a century after Charles Darwin first introduced his theory of evolution, most scientists following in his footsteps mistakenly believed that evolution had always been a slow, steady [...]
Inheritance Headache and Blossoming Trust: A Client Highlight
By Shelby Holt, Client Services Specialist, with Chris Vasquez, Advisor Associate Over the course of our years serving clients, it has been our honor to walk alongside people in some of the most difficult [...]
Money, Anxiety, and New Year’s Resolutions in June
By Megan Poore, Senior Advisor Associate Does anyone feel rich anymore? We meet with clients all the time who are wealthy by many standards. But they often say they do not live extravagantly and should [...]
Why “Enough Money” Isn’t Enough
By Cass Grange, Senior Advisor Associate and Director of Business Development Back in the old days, retirement wasn’t really a word, let alone an industry, or a lifestyle. You worked in agriculture and just gradually slowed [...]
Reminiscing Reaps Reward
By Megan Poore, Senior Advisor Associate One of the job hazards of having been a financial advisor for 16 years is that my boundaries about talking about money are not in line with the [...]