Welcome to our happy space. We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway. We look forward to many years of hearing about our clients' goals from these rooms -- whether you're here in person or connecting with us online. And then working … [Read more...]
How Stocks Perform in Election Months
As we wait for votes to be counted this morning, it may be helpful to put stock market returns in historical context. The attached graphic from Dimensional Fund Advisors shows performance of stocks in the months of presidential elections going back to 1926. You'll notice there's not a consistent … [Read more...]
Financial Planning Career Night
We are hosting a financial planning career night for Keller ISD students on November 9 at 6 pm. All Keller area high school students and parents are invited to attend via Zoom. We will be covering: How to determine if financial planning is a career for me – It’s not all about math, and you … [Read more...]
Your Invitation to Our Open House
Visit us in our new building at 1692 Keller Parkway Saturday, October 24, 2020 from 9 am - noon Join us for an outdoor gathering in the parking lot. Small groups wearing masks will be led indoors for guided tours of the building. Enjoy breakfast treats and bring your outdated paperwork for … [Read more...]
- 1
- 2
- 3
- …
- 64
- Next Page »