Rules of thumb can be handy assessments to quickly size up complex situations. However, circumstances change and some rules of thumb fail. To make better

During a recent ten day stretch, the daily movement on the Dow Jones Industrial Average was an eye-popping 481 points. Wow! That will give you

After much public jawboning, the Federal Reserve lowered the Fed Funds rate by ¼ of a percentage point. It was the first rate cut since

With half of the year in the record books, it is hard to know what to think. In May the stock market fell 7%. Thirty

In a recent class, my students at Texas Lutheran University were reviewing their investment portfolio. Since inception nearly ten years ago, their portfolio has grown

The old saying, “If you don’t like the weather in Texas, wait five minutes” if often quite true. Unfortunately, Mother Nature’s mood swings can be

Recently, one of my former Texas Lutheran students stopped by. In the conversation, Stephanie told me she had taken a new job as an auditor

This week marks our firms 20th anniversary. In 1999 my naïve business plan for a “fee-only” and “fiduciary” investment management firm fit on a cocktail napkin.

With numerous problems in the world, it was a little surprising to see Senators Chuck Schumer and Bernie Sanders, state they will introduce a bill

When I heard that three-time Superbowl Champion, Rob Gronkowski, was retiring at the ripe old age of 29, I have to admit I immediately thought

Every semester we host a speaker for my Texas Lutheran students. They are incredibly gifted and articulate. The goal is to find experts who speak

A year ago, I wrote about my Texas Lutheran University students’ performance at the Texas Investment Portfolio Symposium (TIPS) Managers Competition. This competition, sponsored by