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    • ADV, ADV Part 2 & Form CRS
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20190723_202911

Published Articles

‘Having the capacity to suffer’

This week, my Texas Lutheran students took a well deserved break from summer jobs and classes to tour the production facility of Blue Bell Creameries

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August 16, 2012

The Risk Of Being Too Conservative

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.

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July 31, 2012

When Can You Retire?

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

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July 20, 2012

Investing In freedom

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.

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July 3, 2012

Dave Sather’s Money Matters: Surviving the business of weddings

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

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June 19, 2012

Taxation in a global world

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

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June 5, 2012

What Does Trading Get You?

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.

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May 29, 2012

Buffett, Bono and Gates: Nowhere but Berkshire Hathaway

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

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May 8, 2012

Asset rich, cash flow poor

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

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March 28, 2012

Trust Planning 101

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

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March 13, 2012

Identifying risk

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

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February 28, 2012

Investor’s Remorse

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

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January 31, 2012
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The Sather Financial Group Inc. is a “fee-only” financial planning and investment management firm responsible for overseeing more than $1 billion in client assets.

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Dave@SatherFinancial.com

Phone: (361) 570-1800

120 E Constitution St
Victoria, TX 77901