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

With the new year upon us, I am reminded of a conversation with a client some years ago. “Bill” and “Doreen” had come in looking

As Carol and I strolled down Main Street on our way to Fossati’s for lunch, I stopped to pick up a penny. It’s just a

Over the weekend, I stepped outside of a party to get some fresh air. As I stood there, a gorgeous Mercedes pulled up where a

One of our long time clients, “Nick”, stopped by today. We meet from time to time to discuss family and politics as often as investments.

Last week, my students at Texas Lutheran University got a well deserved break from listening to me yammer on and on. Instead, the interns of

Monday’s announcement that MF Global filed for bankruptcy came as no surprise to those in the financial world. To those outside of it, this filing

As Gov. Rick Perry runs for president, he has referred to Social Security as a Ponzi scheme. This has scared some and made others question