Posts Archive | Page 7 of 96

Hurricane Harvey

It has been difficult for all of us in North Texas to watch the devastation of the aftermath of Hurricane Harvey unfold on our neighbors…

Jimmy Zimmerman September 5, 2017

Estate Planning with Minor Children

One of the most important considerations in an estate plan is who will take care of your children if something happens to you and your…

Jimmy Zimmerman July 18, 2017

When Rates Go Up, Do Stocks Go Down?

https://videos.dimensional.com/share/v/1_qtvesviu Should stock investors worry about changes in interest rates? Research shows that, like stock prices, changes in interest rates and bond prices are largely…

John Hetzel June 7, 2017

Part 2: The Uncertainty Solution

We believe the very best tool for dealing with uncertainty is diversification. We diversify into conservative fixed income to provide stability and a rebalancing platform…

Pat Beaird April 18, 2017

Part 1: Illusions of Certainty

As the Trump administration has run into choppy waters during its first hundred days, there’s a growing question regarding what reforms might ultimately pass and…

Pat Beaird April 18, 2017

Investment Shock Absorbers

Ever ridden in a car with worn-out shock absorbers? Every bump is jarring, every corner stomach-churning, and every red light an excuse to assume the…

Clint Dunn April 18, 2017

Going Global: A Look at Public Company Listings

Trivia time: how many stocks make up the Wilshire 5000 Total Market Index (a widely used benchmark for the US equity market)? While the logical guess…

John Hetzel March 8, 2017

Phone Scam Targeting Taxpayers

We recently became aware of a scam involving an individual falsely claiming to represent the Texas Comptroller of Public Accounts, or in some cases the…

Jon Bryant February 24, 2017

The IRS Ups the Ante of Lucrative Conservation Easements

Conservation easements have long been tax-advantaged vehicles for taxpayers to permanently commit environmentally significant parcels of property to a conservation program in exchange for a…

Clint Dunn January 25, 2017

Could There Be Major Tax Reform in 2017?

The November elections resulted in a Republican sweep of the White House, the U.S. House of Representatives, as well as the U.S. Senate—results that could…

Paula Allgood January 25, 2017

Claiming Business Tax Deductions for Gifts – What You Need to Know

As we approach the holiday season, we wanted to make you aware of the IRS rules for gifts to employee, business associates, and referral sources.…

Carla Medrano November 28, 2016

DOL Overtime Regulations Blocked – Now What?

UPDATE: On November 22, the U.S. District Court for the Eastern District of Texas granted a preliminary injunction on the implementation of the new Department…

Carla Medrano October 31, 2016

Blog