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

In listening to Elizabeth Warren or Alexandria Ocasio-Cortez, it’s easy to say, “Tax rates on the rich are too low.” The obvious conclusion is rates

A friend of mine, Tabitha, finalized her divorce last year. Now, the 40-something mother of two was looking at the new year as a healthy

We routinely give the advice that people should keep six to nine months’ worth of living expenses in cash or cash equivalents. This is usually