The Blog

Breaking Free from the 401(k) Trap

401(k) plans are a great way to save money for retirement, but they don’t always have the best investment options available within the plan.  Employees are generally limited to a list of 10 or 12 mutual funds and are unable … Continue reading

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013. Feedback and comments are welcome.

The Annual End of the World

Sir John Templeton, the father of international investing, once said, “Among the four most dan­gerous words in investing are ‘it’s dif­ferent this time.’” With the continuation of a lackluster economic recovery and so much congestion in Washington these days, it … Continue reading

Is Your IQ Overrated?

Keld Jenson is a contributor for Forbes on­line and has written about the other types of intelligence beyond IQ: Emotional Intel­ligence (EQ), Moral Intelligence (MQ) and Body Intelligence(BQ). He writes that your IQ “pales in comparison with your EQ, MQ … Continue reading

Benchmarks and Investor Psychology

There are millions of intelligent people in this country (don’t laugh- seriously!), many of whom invest their money in the securi­ties markets. Why, then, are there so few genuinely successful investors? In my opin­ion, the answer is simple – they … Continue reading

Texas: Drawing in the Best Bulls

Growing up on the east coast, your per­ception of Texas is what you might see in old John Wayne westerns. When I told my friends and family I was planning on mov­ing here, I could see wild visions floating through … Continue reading

Thank You For Attending the Client Appreciation Event!

We had a blast at the Client Appreciation Event on March 28th 2013 at Arcodoro. Thanks to all of those who were able to attend, it was great to see you!