News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Dallas
Retiring in Dallas, TX
If Dallas is poised to be your retirement destination, congratulations—you’ve picked a winning spot to enjoy the outdoors and one-of-a-kind charm. Whether you are a local or planning to become one, read our insights for a fruitful Dallas, Texas, retirement, including tax-related and housing details you may not have considered.
January 26, 2023
Estate Planning
Gifting With Purpose
Gifting to your loved ones while you’re alive can be a beautiful gesture – plus, it offers you a unique opportunity to observe and assess how they handle money. What’s more, there’s an important question around this type of gifting – how much can be gifted without paying gift taxes?
January 19, 2023
Investing
The Case For Bonds As Part of A Portfolio
Following the worst performance for bonds we have experienced in over 40 years, many bond investors find themselves “shell-shocked”. While it was a tough year for bond investors, as with
January 17, 2023
Investing
The AI Revolution
Artificial intelligence promises to be the most disruptive technological innovation since the Internet. We discuss opportunities and risks across a variety of industries, including online search, semiconductors, cloud computing, software, design and creativity, customer service, and logistics. We also offer some thoughts on what AI could mean for the labor market.
January 8, 2023
Investing
December 2022 Market Review
No one told us there would be days like these, let alone a full year. 2022 was a doozy! The world was abuzz with financial and crypto-market turbulence like never before. Investors everywhere felt the tremors. Now that we’ve all survived this wild year, check out our retrospective report on what went down and a preview of the surprises still ahead. Read our year-in-review report by CIO Udayan Mitra, CPA.
January 8, 2023
Retirement Planning
Independent and Thriving: What to Consider in Your Later Years
The statistics around aging are daunting: one in four people have the chance of making it to their 90th birthday, but many are unprepared for their later years because they never gave it much thought until they were closer to retirement age.
December 27, 2022
