Aug 8, 2015

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 information […]

Social Security FAQ
Jul 21, 2015

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 advisors […]

Getting Back to Basics
Aug 23, 2014

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 Estate […]

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