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ESTATE DOCUMENTS UP TO DATE?

Hi!  I’m Annie Hames, Financial Planner at Waterway Wealth Management.  I’m here to talk about your Estate Planning documents.  This is an uncomfortable conversation that

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COLD FRONT THEORY

October.  One of the best months in Texas, when thankfully, the summer officially ends, and fall is officially in.  This year more, than ever, it’s

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NEW YEAR’S RESOLUTIONS

Happy New Year! In the spirit of new year’s resolutions, we would like to help you Simplify, Organize and Execute.  Here are three areas that

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Lessons From 2020

Happy New Year!! Looking Back on 2020, there were three investing themes that were once again reinforced: A Long-Term Plan is Critical  With significant events

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