Recently, I met with a husband and wife contemplating retirement. However, before making this change they wanted to discuss a recent article I had written.

Many times throughout the years, I have told Carol I want the “option” of being a greeter at Wal-Mart—I don’t want to be “forced” into

Often when people ask me how I am doing, my response is that “I am far better than I deserve.” Sometimes that gets a chuckle.

When I was in college, I met a girl who made me laugh – and she was cute. In time, she made me want to

One of my TLU students called the other day, perplexed over her research project. Zoey was analyzing Texas-based companies and was struggling with their effective

As I sifted through mountains of notes from the Berkshire Hathaway annual meeting, I returned to a statement made by Warren Buffett’s partner, Charlie Munger.

The first weekend in May was spent in Omaha with my Texas Lutheran University students. We made the trek to listen to Warren Buffett and

Lately, we’ve had numerous conversations with clients, as well as others, who have found themselves “asset rich and cash flow poor.” They have put themselves

I once had an estate tax expert tell me he never wanted to own assets – he just wanted to benefit from them.  What he

With the semester back in full swing at Texas Lutheran, Bulldog Investment Company had its first presentations of 2012. During the competition, the comment was

Four years ago, a client came to us frustrated with CD interest rates. “Andie” wanted an investment alternative with better opportunities. It was early 2008

This past week President Obama made news when he rejected TransCanada Corp.’s Keystone XL pipeline application. The proposed pipeline would deliver crude oil 1,700 miles