Friendly Advice for your New Year
By Thomas G. Twombly We hope you’ve had a wonderful Holiday Season so far, and we wish you the very best for a great New Year’s celebration and a healthy, happy and prosperous 2020! [...]
President’s Message – 3rd Quarter 2019
By Thomas G. Twombly Warren Buffett once commented that, “the most important quality for an investor is temperament, not intellect.” Think about that for a moment. In other words, it’s not how smart you [...]
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 [...]