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COLD START – 2025

Navigating 2025: Partnering for Success in a Cold StartThe start of 2025 has brought chilly and snowy weather across Texas, the Gulf Coast, and much

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THE GIFT OF RELATIONSHIPS

As I was signing client anniversary cards for the month of August, my engineering brain noticed an increasing number of “WOW” anniversaries.  It’s not uncommon for us

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NOT SO FAST…

The stock market pulled back earlier this week after an inflation reading that came in hotter than expected. Year-over-year inflation (CPI) dropped from 3.4% to

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SECURE ACT 2.0

The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect retirement planning, taxes and employer

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INVESTOR FATIGUE

Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year.  Unfortunately for the markets, there is

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